Agenda

Aegon Asset Management is an active global investor. Its 385 investment professionals manage and advise on assets of £264bn (as at 31 Dec '23) for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908, it has been a partnership. Today it is owned by 57 partners all of whom work in the business. It currently manages or advises on some £225.6bn (as at 31 Dec '23) on behalf of clients worldwide.

CCLA has a 60-year history of pioneering sustainable investment for charities, the church and local authorities. Over that time, it has grown to become the UK’s largest charity fund manager (Source: Charity Finance Survey 2023). In 2022, it brought its unique ESG approach to intermediary and individual investors with the launch of the CCLA Better World Global Equity Fund.

JP Morgan Asset Management has one key goal: to help clients build stronger portfolios. For more than 150 years, it has been doing just that for institutions, intermediaries and individuals alike. It has a deeply resourced global network of investment professionals who take a research-driven approach, analysing every detail to uncover opportunities and risks to help clients build stronger portfolios. It thrives on responding dynamically to clients evolving needs across asset classes, regions and market cycles. With a vast range of investment opportunities spread across asset classes and regions, its asset allocation expertise can help exploit the full potential of diversification. Its dedicated teams fully invest in each client relationship, taking the time to understand current needs, anticipate opportunities, and develop innovative customised solutions.

Marlborough is one of the UK’s leading independently owned investment management specialists and has earned a succession of awards for skilled active management across a range of key asset classes. It has been managing money for more than 30 years and its consistent growth has been built on its reputation for investment excellence and its commitment to working in partnership.

Polar Capital has a collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 13 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £19.6bn (as at 29 Dec '23).

With public and private market capabilities across all asset classes, Principal Asset Management and its specialist investment teams apply local insights with global perspectives to deliver compelling investment opportunities aligned with client objectives.
Principal Asset Management is the global investment management business for Principal Financial Group, managing $506.9bn in assets (as at 30 Sep '23).

Redwheel is a specialist, independent investment organisation. Its active investment heritage is built on a foundation of innovation, origination and high conviction. Its business was established in 2000, with a simple ambition: to create an environment in which exceptional fund managers can operate in a manner that allows them to maximise the benefits of their skills over the long-term. It has always remained true to that ambition. Today, it has more than 174 people aligned to that goal, including 57 dedicated investment professionals working across seven independent investment teams.

Vontobel is an active asset manager with global reach and a multi-boutique approach. Each of its boutiques draws on specialised investment talent, a strong performance culture and robust risk management. It delivers leading-edge solutions for both institutional and private clients.