PIMFA Annual Reception 2025

BNY provides an extensive range of investment support services including:- Model A, Model B or white label services; CREST; Multi-currency and multi-market; integrated and hosted Internet facilities; SWIFT, Euroclear and International agent bank interfaces; File transfer management reporting; FSA transaction reporting; Cash management and margin trading facilities; Nominee services; Investment management with CGT facilities as well as integrated PEP/ISA services; Execution facilities utilising electronic links to RSPs.

Part of specialty (re)insurance group Aventum controlling $1.5bn GWP globally, Consilium is made up of six specialist divisions.

Risk Solutions

International Property Risk Solutions

Aviation Risk Solutions

Professional & Executive Risk Solutions

Cedent Facultative Risk Solutions

Delegated Risk Solutions

Our UK teams provide a wide range of products and services to the UK broker market, whilst our international divisions offers facultative (re)insurance solutions across the globe. Consilium is an accredited Lloyd’s of London Broker, as well as offering access to the wider London Market and hand-picked insurer partners.

We are now the UK’s largest specialist Professional Indemnity MGA, specialising in D&C, Architects, Engineers, IFAs, Mortgage Brokers, Finance Brokers, Insurance Brokers, Secondary Intermediaries and unique Miscellaneous Professionals.

Our underwriters use their wealth of experience to ensure our in-house experts individually assess every policy, so our clients know their PI Cover reflects their unique circumstances in a cost-effective way.

Our policies are backed up by our in-house legal team, Collegiate Claims, the recognised industry leader in PI defence.

Collegiate is part of the AmTrust Group of companies.

Clyde & Co is a leading global law firm, specialising in the sectors that underpin global trade and commercial activity, namely: insurance, transport, infrastructure, energy, and trade and commodities.

DCI provides data validation tools for financial services firms who face complex challenges, from increasing client demands and constant regulatory change, to cost pressures across the business. Yet many are saddled with legacy technology platforms that perpetuate the data issues underpinning many of these challenges.

Many of the client servicing issues and operational inefficiencies that beleaguer financial services firms stem from poor data. In an ideal world, systems wouldn’t permit the processing of bad data. In the real world, it is commonplace – especially where firms use a hotchpotch of systems overly reliant on manual input.

The DCI team has extensive experience of both business and technology strategies in the financial services sector and are well positioned to support your data related challenges.

Farrer & Co is synonymous with the highest quality legal advice and service.

We advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the law, wherever the need arises. From our offices in London we work with trusted professionals around the world to deliver a seamless international service.

Our clients present us with complex and varied challenges. Whether that's a complicated family trust issue, a multinational corporate transaction, or an emerging threat to their reputation, they need clear thinkers who can advise on the best solutions, fast thinkers when speed is of the essence and agile thinkers who can produce a fresh approach to get the job done. That's why they choose us.

Our clients value our in-depth knowledge, technical excellence and diversity of disciplines. But what really binds our long-standing relationships with them is our approach: pragmatic, plain speaking and always steadfast in our values, which we hold dear. Values which mean we gain our clients' trust, always strive to do the right thing, and aim for the best results for them.

Superb client service sits at the heart of everything we do. We are modern lawyers with timeless values.

We underwrite Professional Indemnity insurance risks using a rigorous process that promotes good risk management and helps brokers deliver client confidence and the right protection.

Focusing on mid-market SME businesses across various sectors in the UK and Europe, Kova prioritises close collaboration with brokers, fostering strategic partnerships that drive mutual success.

Our products
In fact, our priority is our relationship with our broker partners. Our service revolves around you with an accessible, streamlined and transparent process from start to finish. Added to that is a secure 5-year capacity commitment from our A- Rated provider, resulting in stability and peace of mind that is currently lacking in the market.

Mercer believe in building brighter futures.

They have 25,000 employees in over 130 counties, helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being.

For over 75 years, they have provided trusted advice and solutions to build healthier and more sustainable futures for their clients, colleagues and communities.

Balancing economics and empathy in our approach, they work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, they help you enrich employees’ lives and careers and drive innovation, progress and performance.

Mercer is a business of Marsh McLennan.

Morningstar UK Limited is a subsidiary of Morningstar, Inc. (“the company”), a leading provider of independent investment insights in North America, Europe, Australia, Asia, and Africa. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately US$378 billion in assets under management and advisement as of Dec. 31, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on LinkedIn @Morningstar.

For more than 30 years, we’ve built partnerships with banking, asset and wealth management firms to empower and scale their business with a broader objective: preserve capital and improve financial wellbeing of their clients.

We are committed to driving innovation through our cutting-edge software and services, enabling banks, wealth and asset managers of all sizes and geographies to seamlessly embark on their digital transformation journey. We empower individuals through digital technology to enhance performance, seize opportunities, and achieve financial well-being.

Objectway’s core mission is to provide banks, wealth, asset managers, and investors with an innovative, holistic Software as a Service technology platform capable of enhancing the entire value chain and supporting their growth. Built upon 30 years of experience and product innovation, we are dedicated to ensure the success of wealth and asset management firms in complex digital transformation initiatives, maximising our clients’ performance through our strategic approach.

Specialising in the financial services sector, Onyx Insurance Brokers is committed to offering tailored insurance solutions that address the specific risks and challenges faced by professionals in this dynamic industry. Their expertise and direct market access make us the preferred choice for firms seeking comprehensive and reliable professional indemnity insurance coverage.

RSM is a leading provider of audit, tax and consulting services to the middle market. As an integrated team at RSM UK with 4,715 partners and staff operating from 30 locations across the UK, we have a culture of understanding what it means to deliver value, and to value what we do.

As part of the RSM International network, we have access to more than 64,000 people in more than 120 countries. Our global presence helps us to meet the needs of clients who are trading and expanding internationally.

We have built a strong, sustainable and dynamic firm, where our people are focused on supporting our clients’ by taking the time to truly understand their needs. We provide tailored solutions that help our clients to make decisions about their future, with confidence. This is the power of being understood.

A specialist consultancy in the Wealth and Investment management sector delivering advice and change delivery
Solve Partners was founded by two Wealth industry Chief Operating Officers to offer the kind of support and insight that they wished they could have found from consultancy firms.

Assembling best-in-class teams, with real practitioner experience, Solve offers deep sector experience and market knowledge with strong advisory, change delivery and execution capabilities.

We understand the Wealth and Investment Management market better than anyone else – it is our sole focus.

Whether it is a small piece of advice or a large business transformation, because of our unstinting client focus, you can trust us to work with you to achieve your goals and deliver the right outcomes for your business.

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

We’re not fund managers or custodians. We’re not a bank. We don’t compete with our customers. Investment Operations is all we do. And we do all of it. Technology. Servicing. Expertise. For every investment business, portfolio, strategy, asset class and tax regime.

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.