WHAT WE DO
Marketing projects
We have successfully delivered many large marketing transformation projects, including rebrands, mergers, demergers, and other strategic initiatives. Our bespoke approach allows us to offer project management, consultancy, a range of marketing solutions, and end-to-end campaigns. We also collaborate with our sister company, Incisive Works, who deliver meaningful content engagement using their own audience data.
Multi-sponsor events
We’re specialists in multi-sponsor events which bring together fund management groups for conferences targeting advisory, discretionary, and strategy partner markets. Our main brands include JIC, Select, and the Global Investment Management Summit. We are part of the same group as Incisive Media, who offer a range of distinct event and award opportunities across brands including Investment Week, Professional Adviser, and Professional Pensions
External speakers
Our in-house speaker agency Speakers in Partnership (SiP) researches and books contributors for our own and our clients’ conferences.
Single company events
We act as event-organiser for many of the industry’s leading conferences, helping with agenda construction, creative development, delegate recruitment and management, logistics and communications.
Adviser-Hub
We run adviser-hub.co.uk, an independent better business and content marketing website, sponsored by 10 fund management groups and used by 14,000 UK financial advisers.
Design and content
As well as producing all our event material, our in-house team write and design websites, sales aids, info-graphics, presentations and video for our clients.
RECENT AND UPCOMING EVENTS
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20 NOV 2024
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RSMR Harrogate Investment Conference – Rudding Park, Harrogate |
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21 NOV 2024
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Power of 3 – Virtual event |
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26-27 NOV 2024
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RBC Brewin Dolphin Investment Training Conference – The Rosewood, London |
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3 DEC 2024
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RSMR – Better Business virtual panel |
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25 FEB 2025
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Polar Capital Investment Conference – The May Fair Hotel, London |
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27 FEB 2025
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Premier Miton Investment Conference – The Langham, London |
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4 MAR 2025
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Franklin Templeton UK Investment Conference – The May Fair Hotel, London |
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8 – 10 APR 2025
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Capital Group Global Investments Summit – Capital Group Headquarters, London |
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29-30 APR 2025
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JIC – FOUR SEASONS HOTEL, HAMPSHIRE |
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20 MAY 2025
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BNY Investments Conference – Corinthia Hotel, London |
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17-18 JUNE 2025
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Select – FOUR SEASONS HOTEL, HAMPSHIRE |
EVENTS HIGHLIGHTS
BNY Mellon
Investment Management Conference
21 May 2024
Capital Group
Capital Ideas Live
20 September 2023
Wellington
EMEA Investment Forum 2023
10, 11 & 12 October 2023
Franklin Templeton
UK Investment Conference
6 February 2024
Premier Miton
Investment Conference 2024
29 February 2024
Multiple Sponsors
Global Investment Summit
March 2023
MiP
JIC
23 & 24 April 2024
MiP
Select Investment Summit
18 & 19 June 2024
OUR NEWS
Nov
Celebrating 20 years of the JOHCM UK Equity Income fund
We had a great evening at BAFTA in Piccadilly celebrating the 20 year anniversary of J O Hambro Capital Management’s UK Equity Income fund. Fund Managers Clive Beagles and James Lowen gave a fascinating insight into what it’s been like to run the fund since its inception in 2004, and guests then enjoyed a glass or two of fizz in the iconic BAFTA venue. It was a pleasure to work with JOHCM to bring this event together and arrange some tasty branded treats for guests to take home with them. All round a great evening!
Nov
Actually, it’s enlightening up North!
We returned to Harrogate last week for RSMR’s annual conference at Rudding Park. The event featured a combination of insightful presentations and engaging panel discussions from 21 sponsors, all expertly hosted by Dominic O’Connell. In the evening, the atmosphere shifted to a celebratory tone as attendees gathered for a dinner to mark RSMR’s 20th anniversary. The highlight of the evening was a keynote speech by external speaker Shivvy Jervis, who delivered an inspiring address on the fascinating connection between human and synthetic intelligence (AI), covering both innovation and neuroscience in equal measure.
Nov
Aon Wealth Insights Series London
We were delighted to work with Aon for the third year running on their Wealth Insights Series in London. We always enjoy supporting the team with onsite logistics and a bespoke AV solution, and it’s great to see the event grow year on year! Delegates were treated to a jam-packed agenda full of internal Aon speakers and insightful external speakers, including a livestream with Former Senator Rob Portman and Congressman Joe Crowley live from New York on the morning after the US election. It’s always great to incorporate different elements into an agenda, and it was a pleasure to help Aon bring this all together.
Oct
A busy week in Budapest!
Last week we had the pleasure of working with Moore Global to deliver three back-to-back conferences in the beautiful city of Budapest. It was a jam-packed week of conference sessions, sight-seeing walking tours, lunch and a river cruise down the Danube and a gala dinner at the stunning Museum of Fine Arts, and it was great to see delegates attend from all around the world. It was a pleasure to work with Moore Global on these flagship events, and we look forward to partnering with them again for the 2025 conferences in Marrakesh!
Sep
The new event season has started
After the summer break we have started the new events seasons which kicked off with the RSMR Better Business Virtual Panel on 17 September followed by Capital Ideas LIVE 2024.
We welcomed over 100 delegates at Capital Group’s new headquarters in Paddington on 18 September and transformed the 16th floor into an event location. We were delighted to be joined by Ed Balls and George Osborne on the main stage for a fantastic panel discussion.
Jun
A busy but very successful week for MiP is coming to an end
Starting with the Select Conference 2024 at the Four Seasons in Hampshire where we received a 5 out of 5 feedback on ‘event organisation’ from delegates, followed by two packed days at the Pan Pacific Hotel for the abrdn Global Investment Forum and the abrdn Client Group Colleague Event. We had more than 250 people attending both abrdn events, a total of 76 speakers, a personalised web app for both days, a lot of video content, on-site editing of the highlights video, whisky tasting and much more. This week showed a pure team effort and we are delighted to work with great people who make all of this happen.
Jun
Select 2024
This week we welcomed over 55 delegates to the Four Seasons in Hampshire for the 13th annual Select conference. We had a jam-packed two days full of main platform presentations and boardroom sessions from 11 fund management groups, as well as fascinating keynotes from two external speakers. Delegates also enjoyed plenty of networking opportunities including a welcome BBQ on Monday and all-conference dinner on Tuesday evening. Thank you to everyone who joined us!
Jun
F&C Live 2024
We were delighted to support Columbia Threadneedle Investments with the fourth instalment of F&C Live on 6th June. Over 220 delegates joined us at the Nobu Hotel Portman Square in London for an afternoon of insightful presentations and networking. The theme of this year’s event was ‘Smart choices: navigating an age of social change’, and delegates certainly came away with a lot to think about after hearing presentations from award-winning Futurist Shivvy Jervis, BAFTA-award winning Channel 4 News Presenter Matt Frei, and F&C Fund Manager Paul Niven. Overall, it was a great afternoon!
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