Event Partners
BARCLAYS WEALTH
Barclays Wealth is a leading global wealth manager, and the UK’s largest, with client assets of £151.3bn, as at 31 December 2009. With offices in over 20 countries, Barclays Wealth serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services and brokerage.
Barclays Wealth combines the best minds, the smartest tools and a comprehensive range of services to create a distinctive force in wealth management. By combining a global reach with local knowledge and personal service, it is ideally placed to meet the increasingly complex needs of high net worth clients.
Barclays Wealth provides a bespoke wealth management service that recognises clients’ unique needs. While some clients want integrated services with close personal relationships, others may prefer to manage their own investment and banking online.
For further information about Barclays Wealth, please visit our website www.barclayswealth.com
Barclays Wealth is also on Twitter www.twitter.com/barclayswealth.
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ADVENT SOFTWARE
For over 25 years Advent has been providing reliable, trusted solutions to investment managers of all types and sizes throughout the US, Europe, the Middle East and Africa. Over 4,600 firms including wealth managers, private banks, family offices, asset managers, hedge funds, fund administrators and prime brokers in 65 countries use Advent’s leading solutions to manage over US$14 trillion. Advent solutions help firms manage operational risk, improve operational efficiencies and enhance client service, freeing investment managers to focus on what they do best. As the world’s financial markets continuously demand greater accuracy and efficiency, Advent delivers mission-critical solutions, helping our clients gain a competitive edge in a complex industry.
For further information, please visit www.advent.com
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ASSET RISK CONSULTANTS LIMITED
ARC is an independent, privately owned investment consulting practice based in Guernsey. Formed in 1995, ARC works for a global client base of trustees, lawyers, investment managers and private clients and has proven expertise in assessing and monitoring investment structures and performance across the full range of asset classes. Service delivery combines the application of proprietary analytical techniques with established performance metrics, delivered through the appropriate mix of software and consulting. We understand that outputs are only of value if they are both easy to understand and simple to apply to a client’s specific circumstances.
For further information, please visit www.assetrisk.com
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FT WEALTH
FT Wealth is the magazine that addresses the issues affecting the wealthy and their advisers – from offshoring and alternative investments to inheritance, succession and philanthropy.
Published every quarter, FT Wealth is distributed with the FT globally and is also published online at FT.com. It’s read by entrepreneurs, family business leaders, people with dynastic wealth, senior executives and advisers such as private bankers, asset managers, lawyers and accountants.
For further information, please visit www.ft.com/reports/wealth
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PROFESSIONAL WEALTH MANAGEMENT
Professional Wealth Management is the only magazine devoted to the growing model of using third-parties to distribute financial products to high net worth, mass affluent and retail investors across Europe. Produced by the renowned Financial Times Group and with an ABC certified circulation of almost 10,500, PWM is the premier publication on solutions for European distributors.
For more information, please visit www.pwmnet.com
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WEALTHMONITOR
wealthmonitor is a proprietary service for the identification of high and ultra high net worth individuals. It tracks current and future liquidity events and the individuals that will benefit from them financially. Aimed at private banks, asset managers, fund raisers, tax lawyers and accountants, this service is not only invaluable in driving new business opportunities; it also ensures clients fully understand the assets of all the individuals they are tracking in their portfolio.
For further information, please visit www.wealthmonitor.com







