Our Sponsors
Investor Summit is made possible by the generous support of our sponsors and partners.
Platinum Sponsors
Equitile Investments
Equitile Investments Limited is a London-based, independent investment manager specialising in active global equity and macro strategies for retail and professional investors, including UCITS and AIF structures. Founded in 2015 and owner-managed, the firm applies a research-led, adaptive investment approach led by Dr George Cooper (author of The Origin of Financial Crises: Fixing Economics). Equitile manages the Equitile Resilience Fund (launched 2016), the Equitile M3 Fund (launched 2022) and the Equitile Demographic Fund, targeting long-term capital growth by aiming to outperform inflation through market cycles.
RetailBook
RetailBook is an FCA-regulated member of the London Stock Exchange, and now the leading UK FinTech for retail participation by value. RetailBook are no. 1 for volume of London Stock Exchange transactions, by value of IPO retail tranches delivered, and by investor participation in UK sovereign debt. Taken together across equity and debt, the UK FinTech has unlocked nearly £1.5bn of retail capital for the economy of the United Kingdom over the last year, channelling household savings directly into productive capital and government borrowing in a way no comparable platform has previously achieved. RetailBook’s mission is to ensure that retail investors are able to participate in transactions on the same terms as institutional investors. The UK FinTech is built on a market leading technology stack supported by capital markets expertise and deliberately designed as a neutral market utility. The UK's only independent primary markets retail access platform.
PensionBee
PensionBee is creating a global leader in the consumer retirement market with approximately £8 billion in assets on behalf of approximately 315,000 customers. Founded in 2014, PensionBee aspire to make as many people as possible pension confident so that everyone can enjoy a happy retirement. PensionBee help customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand. PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey. PensionBee has an “Excellent” Trustpilot rating based on over 10,000 reviews. As a public company, PensionBee aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of approximately 200 professionals, based in London and New York, has one focus: you, our customer. PensionBee is listed on the London Stock Exchange (LON:PBEE; OTCQX: PBNYF).
Track Sponsors
Law Debenture
At Law Debenture we are focused on providing peace of mind for shareholders and our wider communities, and we have been since 1889. We are a unique combination of an award-winning UK Income Investment Trust underpinned by a leading Independent Professional Services (IPS) business. Our objective is to achieve long-term capital growth in real terms and steadily increasing income. The aim is to achieve a higher rate of total return than the FTSE Actuaries All-Share Index Total Return through investing in a diversified portfolio of stocks. We have grown or maintained our dividend for each of the last 47 years through our value driven, diversified portfolio managed by James Henderson and Laura Foll of Janus Henderson Investors.
Moncharm Wine Traders
For over 15 years, we’ve helped private clients, collectors, and wealth-builders access the world’s most prestigious wines as powerful, tax-efficient assets. From our base in London, we combine deep market expertise with a personal, portfolio-driven approach that reflects each client’s goals and time horizon. As proud members of Liv-ex and long-standing participants in the global fine wine trade, we offer unmatched access to data, insights, and sourcing opportunities across Bordeaux, Burgundy, Champagne, Tuscany, and beyond. We strive to provide an unparalleled bespoke service offering our customers transparency alongside a wealth of insights to achieve their objectives. With our commitment to excellence our mission is to make this market enjoyable as well as profitable.
Gold Sponsors
The Association of Investment Companies
The Association of Investment Companies (AIC) represents investment trusts and venture capital trusts (VCTs). The AIC’s vision is for investment trusts to be understood and considered by every investor. The AIC’s website offers free data, tools and guides to help you research investment trusts. You can find and compare trusts, set up watchlists and email alerts, and learn more about investment trusts – all for free. You can also register for the AIC’s monthly newsletter, Compass, which features views from investment trust managers and takes a closer look at topical issues.
Polar Capital
Polar Capital is a specialist, investment-led active fund manager with a clear purpose: to be the specialist active manager of choice for investors seeking expertise, conviction and long-term results. We focus on areas where we have real experience and a proven edge, offering strategies that aim to deliver strong, diversified growth. Our success comes from the things that define us – deep investment knowledge, enduring client relationships and a culture built on teamwork and integrity. We manage our fund capacity carefully to protect performance and keep our focus where it matters most: delivering for our investors. Since launching in 2001, we have grown steadily and now have 13 independent investment teams managing specialist, active portfolios with combined assets under management of £30.6bn (at 31/03/2026).
Literacy Capital
Literacy Capital is a listed investment trust primarily focused on investing directly into and supporting UK businesses and helping their management teams to achieve superior returns and long-term success. We also actively support our unique charitable objective, donating 0.5% of net assets annually to UK literacy charities; £13.5m has been donated to date.
Manx Financial Group
Manx Financial Group PLC (AIM: MFX) is an AIM-listed financial services Group headquartered in the Isle of Man, operating a diversified portfolio across the Isle of Man and the UK. Its strategy is centred on sustainable growth through a balance of organic expansion and strategic acquisition. The Group’s flagship subsidiary, Conister Bank Limited, founded in 1935, has expanded into the UK via a deposit-taking licence, strengthening geographic reach. Manx Ventures Limited (MVL) is the Group’s dedicated investment vehicle, identifying and scaling high-growth, synergistic businesses across lending, consumer finance and specialist financial services. A recent example is the acquisition of Payment Assist Limited, expected to deliver long-term efficiencies and growth. The wider Group includes Edgewater Associates, MFX Limited, and several SME, asset finance, collections and wealth businesses.
Dragon Capital
Dragon Capital Group is a Vietnam-focused asset manager with nearly US$5bn in AUM. Operating on-the-ground for 32 years and 65% employee-owned, we are the largest independent fund manager in the country. Our clients include high net worth individuals, family offices, pension funds, and sovereign wealth funds. Growing in tandem with Vietnam, we have taken a pioneering role in building its financial infrastructure and capital markets. Engaging directly with policymakers, we have helped bring international standards of corporate governance and best practices to some of Vietnams largest public companies, many of which we invest in. Dragon Capital has built a substantial portfolio of holdings in the country’s leading companies and is committed to developing innovative investment solutions to realise market-beating risk-adjusted returns.
Caledonia Investments plc
Caledonia Investments plc is a self-managed FTSE 250 investment trust with a long-term approach to investing. We invest in high-quality public and private companies, as well as private equity funds, creating a globally diversified portfolio. Our experienced in-house investment team is focused on delivering long-term growth in capital and income for shareholders through disciplined, patient investing.
Sponsors
HANetf
HANetf is Europe’s first independent, third-party provider of UCITS Exchange Traded Funds (ETFs). HANetf provides a fully managed solution for companies seeking to enter the European ETF market, lowering the barriers to entry, reducing costs and increasing speed-to-market. The proprietary platform includes product development, compliance, capital markets, sales, marketing and distribution. Founded by two of Europe’s leading ETF entrepreneurs, Hector McNeil and Nik Bienkowski, HANetf has the operational and regulatory experience necessary to manage the complexities of launching, managing and distributing ETFs in Europe.
Poolbeg Pharma
Poolbeg Pharma plc (AIM: POLB) is a clinical-stage biopharmaceutical company with a core focus on transforming the cancer immunotherapy field. The Company’s lead asset, POLB 001, has the potential to expand administration of cancer immunotherapies from centralised specialist cancer centres into community hospitals by making the treatments safer through the prevention of the life-threatening side effect, Cytokine Release Syndrome (CRS). As such, POLB 001 could increase the number of patients that can receive these life-saving treatments, thereby increasing the market opportunity. Poolbeg is also advancing the development of a patient-friendly therapy for obesity with an oral encapsulated GLP-1, offering a differentiated approach within one of the world’s largest markets. With multiple near-term clinical value inflection points, and an experienced team with a proven track record, Poolbeg is focussed on partnering its high value programmes that are targeting large markets and addressing critical unmet medical needs.
Odyssean Investment Trust
Odyssean Investment Trust is a UK investment company whose shares are traded on the London Stock Exchange. Its investment objective is to achieve attractive total returns per share principally through capital growth over a longer-term period. It has been managed since its 2018 IPO by Odyssean Capital LLP, an award-winning boutique fund manager, which focuses on investing in smaller quoted companies. OIT’s investment strategy is to manage a concentrated portfolio of small- and mid-cap companies that the Portfolio Manager identifies as undervalued, where it has identified scope for “self-help” to drive shareholder returns. The Portfolio Manager takes an engaged, long-term ownership approach to support portfolio companies to undertake strategic, operational, and/or governance improvements.
Media Partners
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