Din Mustaffa

The Big Exchange is a movement that aims to transform the lives of millions of people by building a fairer financial system that works for everyone. Were starting with the way we all invest so it includes the lives of other people and the planet as well as you. Together, we can create a fairer financial system and make money count for more. Investing is not guaranteed to make you money. Your capital is at risk. The Big Exchange (TBF) Limited is a wholly-owned subsidiary of The Big Exchange Limited. The Big Exchange (TBF) Limited is an Appointed Representative of Resolution Compliance Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 574048).

Legado is the global platform accelerating front-office digitisation. We work with trusted institutions and brands who share our ambition to create digital, hyper-personalised and innovative products for every consumer. We specialise in providing a data as a service document platform to major global companies. Legado was founded in 2018 by a group of entrepreneurs and former business executives with a passion for helping people and a proven track record of creating successful online communities and digital ventures. We are a new team with a passion for our company’s purpose and deep experience in our fields. Imagine working in a world of rapid change, where open minded, ambitions, curious, creative and resourceful people exist.

Tapico brings the benefits of open banking to the entire wealth management spectrum by building tools that connect a disparate financial landscape. Our universal API enables access to a range of financial data, enabling companies to enhance their offering to the market by building on top of payment account data, balances, transactions, and payment initiation functionality. We are a team of technical and financial experts who believe that everyone deserves the opportunity to achieve their financial goals so we are laying strong foundations for an interconnected financial future. We are building the rails that will evolve how companies serve their customers and power financial innovations that the industry has only just begun to imagine.

Founded in late 2018, Exizent are an innovative, UK-based, technology company.  Our personal experiences have led to our purpose – to improve the bereavement experience for everyone involved. We believe that the administrative tasks facing families after the death of a loved one should be easier, and that modern technology solutions and services can make this a reality.  Exizent have spent the last year carefully designing, developing and testing our product in the real world using innovative partners and are now at the next stage of our roadmap: to build a passionate team and culture and develop the next phase of our solutions.   Our founders are highly experienced, with a track record of building successful software products and businesses, and the company has attracted substantial investment to support our growth plans. Our lead investor is a Unicorn FinTech business. We are a new team with passion for our purpose, great experience in our fields and a belief that collaboration, trust and modern approaches should be at the heart of everything we do. We are determined to build a company that we and our team can be proud of. One that makes a difference, is empathetic, fair and creates opportunities for everyone involved.  

Timeline empowers Financial Advisers so they can deliver exceptional value to their clients. We make financial planning easier for advisers and firms with our best in class planning technology and evidence-based investment model portfolio management service. Timeline Portfolios: Timeline Portfolios provides advisers with one of the best investment portfolio management options via our low-cost, evidence-based, discretionary model portfolio service (MPS). Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre. Timeline Planning: Discover our financial planning software and create clear, compelling financial plans built on 100+ years of capital markets data. Register and try for free. Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients. We are rapidly expanding and currently have over £3.5bn Assets Under Management (AUM). Get in touch to discuss how we can work together.

Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services.

At Advicefront, we provide an advice platform for Financial Advisers and their clients, which combines algorithmic investing with the human side of financial advice. With this, we believe in changing the world of Financial Advice by giving advisers the time and ease to better engage with their clients and prospects. We help in removing the hassle from the time-consuming tasks of the advice workflow and focus on digital and green solutions that give any firm an edge in the current competitive space. It's like we say: advice is both art and science — we take care of the automation, so you can focus on the art of advice.

At Advicefront, we provide an advice platform for Financial Advisers and their clients, which combines algorithmic investing with the human side of financial advice. With this, we believe in changing the world of Financial Advice by giving advisers the time and ease to better engage with their clients and prospects. We help in removing the hassle from the time-consuming tasks of the advice workflow and focus on digital and green solutions that give any firm an edge in the current competitive space. It's like we say: advice is both art and science — we take care of the automation, so you can focus on the art of advice.

We’re the bank that turns possibilities into progress. We understand our customers, their worlds, and what matters to them. We help them see the opportunities and navigate a rapidly changing world. And we’re simplifying our business so that we can anticipate our customers’ needs and react to them quickly. Our business is UK centred and covers retail, commercial and private banking customers, with more offshore and further afield. Our services bring together our people’s incredible specialist knowledge with a sense of innovation, and carefully designed technology-driven journeys. As one of the leading supporters of UK business, we’re using enterprise as a force for change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove them. That includes learning and education, whether directed at young people or building financial confidence in adults. And by fostering a leading learning culture in our business, our people also prosper.

Meet the people behind your future. As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace whats next. It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.

Sparrows Capital is a private investment firm servicing professional clients, including ultra-high net worth individuals and trusts, charities, endowments and other institutional investors. Strategic, evidence-based investing is the real-world manifestation of Modern Portfolio Theory, an investment approach envisioned by Nobel Economic Prize winners. We use ETFs and Index Funds to build globally diversified portfolios to efficiently harvest selective beta. This enables us to design bespoke risk / return profiles for each of our clients, while keeping total costs low. Our offering is based on the following key principals: - Evidence-based process, backed by academic research - Bespoke risk-based Strategic Asset Allocation - Multi-layer diversification: asset class, geography, company - Selective exposure to persistently rewarded risk factors - Transparency: risks, exposures, performance, fees - Cost effectiveness: advice, management, transaction and custody

"The Art of Fund Business"​ Founded in 2001 and regulated by the CSSF in Luxembourg, ifsam is a leading B2B fund platform covering all services along the value chain of operations in 3rd-party funds. Our customers are well known financial institutions, insurance companies, wealth and asset managers. Pre Trade: We provide you with access to independent fund research and to our fund database which includes master, trading and target market data (MiFIDII) for more than 135.000 funds - ISINs - and all the documents needed for distribution to professional & retail clients. Trading: We enable you to place your fund order in direct interaction with our dealing desk or via our digital platform (SWIFT/FIX/ ifsam browser). We offer you access to an universe of more than 125.000 funds - ISINs - accross all type of invesment funds (ETFs, Mutual funds and hedge / alternative funds. Post-Trade: We take care your fund transactions until final settlement and safeguard your fund shares / units in segregated accounts within our network of more than 900 depositaries across 40 jurisdictions. Calculation, collection and payment of trailer fees is a full component of our service offering. As a one-stop-shop we combine our expertise with technology and highest quality standards. We stand for flexibility and tailor-made services allowing our customers to focus on their core businesses by simplifying their fund operations.

The Big Exchange is a movement that aims to transform the lives of millions of people by building a fairer financial system that works for everyone. Were starting with the way we all invest so it includes the lives of other people and the planet as well as you. Together, we can create a fairer financial system and make money count for more. Investing is not guaranteed to make you money. Your capital is at risk. The Big Exchange (TBF) Limited is a wholly-owned subsidiary of The Big Exchange Limited. The Big Exchange (TBF) Limited is an Appointed Representative of Resolution Compliance Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 574048).