MASTER INVESTOR SHOW 2025
The UK's largest event for private investors
Business Design Centre, London, 29 March 2025
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
Partners
Sponsors
J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of USD 3.3 trillion as of September, 2024, is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
With more than 150 years of investment experience, J.P. Morgan Asset Management is one of the UK’s leading investment trust providers. The company combines global investment resources with local expertise to offer more than 16 investment trusts – each designed to help investors build stronger portfolios. Thanks to its worldwide network of experienced investment professionals, J.P. Morgan Asset Management has the scale and expertise to invest successfully across all major asset classes and regions, and through multiple market cycles. Investment trusts are a well-established part of J.P. Morgan Asset Management’s comprehensive range of investment solutions, with some of its key trusts offering a track record stretching back more than a century – a testament to the company’s long-term view and ongoing commitment to its clients.
https://am.jpmorgan.com/gb/en/asset-management/gim/per/products/investment-trusts
Columbia Threadneedle Investments
Columbia Threadneedle Investments is one of the leading investment trust managers, tracing its heritage back to 1868 when F&C Investment Trust, the world’s oldest collective investment scheme, was launched. Today Columbia Threadneedle manages nine investment trusts with more than £10bn in assets, providing clients with a range of investment opportunities in equities, property and private equity.
Each trust is tailored to our clients different aims and objectives with the option of capital growth, income or a combination of both, offered through portfolios with specific regional focuses or global remits. Clients can invest directly into Columbia Threadneedle’s suite of investment trusts via its own savings plan or through a third-party provider.
Our nine trusts are F&C Investment Trust (FCIT), The Global Smaller Companies Trust (GSCT), CT UK Capital And Income Investment Trust (CTUK), European Assets Trust (EAT), CT Private Equity Trust (CTPT), CT Global Managed Portfolio Trust (CMPG and CMPI), CT UK High Income Trust (CHI), Balanced Commercial Property Trust (BCPT) and TR Property (TRY).
Columbia Threadneedle’s investment trust business is part of its global asset management business, which is entrusted with £500bn on behalf of individual, institutional and corporate clients around the world. The business employs more than 2500 people, including over 650 investment professionals based in North America, Europe and Asia (all data as at 31 December 2023).
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, a leading US-based financial services provider. To find out more information about any of our nine investment trusts, visit our website: ctinvest.co.uk.
QuotedData
Established in 2013, QuotedData is an award-winning research house publishing free, reliable educational material, data, investor events, webinars and videos, breaking news and research on listed funds. With our close links to the companies, our analysts’ goal is to provide (professional and retail) investors with the information they need to make informed investment decisions or to understand in more detail what their adviser is recommending. Sign up for free to enjoy our research or to be able to join our weekly show at 11am every Friday: www.quoteddata.com.
Small Cap Network
The Small Cap Network was inaugurated in 2013 to facilitate relationships, one of the key foundations to success and growth, for leaders and advisers of companies quoted on Aim or Aquis (formerly NEX, ISDX, PLUS-SX).
The network is based on the premise that meeting people builds trust and creates new areas of thinking and opportunity. Events include speakers and thought leaders in the Small Cap sector who have succeeded in building or helped to build successful companies using public markets.
The Small Cap Awards, held annually, recognise outstanding achievements of smaller quoted companies in the UK. This prestigious event fosters trust and promotes innovation, bringing together leaders and participants from the sub-£350m UK market cap quoted companies sector. Attendees include listed companies, institutions, fund managers, brokers, and advisors.
Solomon Global
Solomon Global specialise in the secure delivery of supply of physical gold bars and coins for private ownership. Our leadership in assisting investors to purchase physical gold is grounded in a deep understanding of the market and a commitment to providing a service unique to your needs. We help to equip you with the insights necessary to make informed decisions, ensuring your gold bullion investment aligns with your financial expectations and market opportunities.
Supporters
Aquis Stock Exchange
Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments ‘Access’ and ‘Apex’; the Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses.
Ticker: AQSE:AQX, AIM:AQX
Edison
Edison is a global investment research and investor relations firm operating across all major capital markets. Our unique approach combines analyst-led content, digital targeting, and investor engagement to increase liquidity and enhance valuations for our clients.
At Edison Investment Research, our trusted insights are widely read by international investors, advisors, and key stakeholders. Edison Advisors extends this expertise, providing strategic consulting and investor relations services to help businesses navigate capital markets with confidence.
By building larger, better-informed, and more engaged investor audiences, Edison ensures its clients stand out in a competitive marketplace. Our FCA-regulated content reaches investors worldwide, delivering trusted analysis that drives action.
Finimize
Finimize is a financial information platform that helps financial institutions engage with modern investors.
With over one million subscribers to the newsletter and mobile app, Finimize is one of the largest retail investor communities in the world. 70,000+ attend its member-organised events each year and thousands of premium subscribers discuss investing in their private group chats. Finimize has partnered with over 250 fintech and financial institutions alongside their direct-to-consumer work to support their efforts to engage with and capture modern retail investors.
Harriman House
Harriman House is a UK-based, but globally focused publisher operating in the business and finance sector. As of September 2023 Harriman became part of the Pan Macmillan publishing group.
We publish books across a broad spectrum of topics ranging from personal finance and creative marketing titles through to professional-level technical guides.
We have an extensive catalogue of titles and produce high-quality products by working with leading authors, journalists, experts and institutions.
We have over 350 titles currently available in print and eBook form and a fast growing list of audiobooks. Our highly regarded portfolio brings our readers top-quality content by leading practitioners including bestsellers such as The Psychology of Money by Morgan Housel, The Naked Trader by Robbie Burns, The Behavioral Investor by Daniel Crosby, The Choice Factory by Richard Shotton, The Zurich Axioms by Max Gunther & Quality Investing by Lawrence A. Cunningham, Torkell T. Eide & Patrick Hargreaves.
We are a dedicated team of creative publishing professionals who look to work closely with authors to help transform their ideas into print, digital and audio books.
Founded in 1992 by Philip Jenks and Stephen Eckett, and publishing actively since 2001, Harriman House previously operated as an online and mail order bookshop. Alongside the publishing and bookselling operations we also developed a number of websites and provided online educational material and other content services to corporate clients. In September 2023 Harriman was acquired by Pan Macmillan.
Our print titles are available through all the major online and high street retailers internationally and our eBooks and audiobooks are available through all the leading platforms. We also have a very active foreign rights operation meaning that our titles and authors reach a huge global audience.
InvestorHub
InvestorHub makes it simple for public companies to have direct relationships with individual investors. Our technology allows companies to acquire more investors, measurably increase the impact of market communications, and reduce the time and cost of investor engagement.
London South East Ltd
Established in 1997, London South East is one of the UK’s leading share information portals, providing news and up-to-the-moment data to over 1 million users per month on desktop, tablet and mobile. Our commitment to user experience has led to lse.co.uk becoming a key part of any private investor’s daily routine and proudly hosts the largest independent, moderated financial chat community in the UK.
The London South East Investor Relations offering has grown into focusIR.com – a digital communications and social investing platform developed by experts with over 30 years experience in the equity capital markets. From our flagship 4-company investor webinars and IR interviews to our popular in-person town hall meetings and extended Q&A sessions – we bring shareholders and CEO’s together.
The hugely popular Investing Matters podcast, now its 3rd year, features experts and veterans from the investment and fund management world, providing informative, educational and entertaining content from the world of investing.
London Stock Exchange plc.
London Stock Exchange Issuer Services
The London Stock Exchange Issuer Services platform is our digital offering, dedicated to IR teams. We are the only Exchange to give companies the ability to customise their profile page on our website, allowing them to tell their story to investors. All issuers on our market have unlimited access to the data that we offer including global ESG data, Reuters News, global deals data (covering equity, debt and M&A) and millions of sell-side research notes.
Our clients can also access both institutional and retail investors through our webcasting platform SparkLive, distributed through LSEG Refinitiv Desktops and the London Stock Exchange website.
Additionally, our Marketplace connects issuers with a network of experts across various segments, ensuring they operate effectively and efficiently.
Make sure that you have your log-in details by contacting us at: issuersupport@lseg.com.
Money Makers
The Money Makers podcast
We have been producing a free weekly podcast dedicated exclusively to following the latest news and developments in the investment trust sector for the past four and a half years. Each week Jonathan Davis, editor of the Investment Trusts Handbook, looks back at the recent news and talks to expert guests. In March 2024 we completed our 200th edition. Each episode of the podcast attracts several thousand listeners. To listen, sign up to our mailing list online. We are grateful for the sponsorship of J.P.Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial independence intact. The podcast was named the winner in the Best Broadcaster category in the 2024 AIC Media awards.
https://money-makers.co/money-maker-podcasts
The Money Makers newsletter
Our weekly subscription newsletter, exclusively delivered to members of the Money Makers Circle, is a comprehensive summary of all the news and developments that are likely to concern you if you are an investor in investment trusts. The newsletter is emailed out to your inbox every weekend. If you are interested in independent research and information – we don’t offer sponsored content, or take adverts – this could be the answer to your needs. As well as a one stop shop for news and performance data, meaning you will never miss anything that might affect your portfolio, we also offer expert trust analysis and market commentary by myself and guest contributors.
The Quoted Companies Alliance
The Quoted Companies Alliance champions the UK’s community of 1000+ small and mid-sized publicly traded businesses and the firms that advise them.
We believe the public markets can be the best place for companies to source the funds to grow, operate transparently and distribute wealth, fairly.
The QCA seeks to inform policy in dialogue with regulators and government, showcase the latest thinking on leadership, investment, technology and governance through our events and research, and provide a forum to share good practice among our members, who are quoted on the Main Market, AIM and the Aquis Stock Exchange.
Informed by our seven Expert Groups drawn from the membership, we campaign to ensure that regulation is proportionate, while maintaining the necessary protections for investors. Our QCA Corporate Governance Code is followed by the vast majority of AIM companies.
Small and mid-sized publicly traded companies represent 91% of the quoted sector. They employ around 2.1m people and contribute more than £25bn in annual taxation. Our goal is to create an environment where their potential is fulfilled, helping to ensure a healthy and resilient UK economy.
ShareSoc / SIGnet
ShareSoc is a not-for-profit membership organisation, created by and for individual investors. Our aims are to help improve your investment experience and to represent your interests wherever this is needed.
To do this, we offer a range of educational and informational services, and represent your interests to government. We also offer assistance to shareholders when companies they invest in misbehave and do not act in shareholders’ best interests. It is only by joining together that we can campaign effectively on such matters. We want to ensure that shareholders have their proper say as owners of the businesses in which they invest.
Our services include: meetings with quoted companies, educational resources, in-depth company reports and networking opportunities with other investors. We also provide forums for the interchange of views between individual investors.
We already have thousands of members – so come and join us – it’s time you stopped missing out.
SIGnet, a part of ShareSoc, is a UK-wide network of investor groups that meet regularly (in-person or online) to discuss investing topics and companies of interest with members. SIGnet groups offer an opportunity to meet, socialise with and critically learn from the experiences of fellow investors. SIGnet groups are NOT for promotion of any financial products or services. They are run by their members for their members’ mutual exchange of knowledge and for social interaction / enjoyment with like-minded people. Visit the SIGnet website for more information about SIGnet and how its groups operate.
Shifting Shares
Shifting Shares was founded by professional UK equities long/short trader Michael Taylor and offers a wealth of free education for both traders and investors. You can download Michael’s book ‘How To Make 6 Figures In Stocks’ free by going to shiftingshares.com/ebooks.
UK Investor Magazine
UK Investor Magazine provides insight and events for discerning UK investors; shares, funds, broker comparisons, crowdfunding, economic news, tips and trading guides.
CityFalcon Financial Content
CityFALCON, Your AI-Driven Financial Intelligence Platform
CityFalcon builds affordable Financial Intelligence tools for regular investors that rival expensive institutional platforms. Read curated news and content (e.g., filings, insider transactions, company documents), leverage analytics like sentiment and relevance scores, invest by sector, and research via AI-powered chatbot. Monitor any market (stock, FX, commodity) with personalised push notifications, coverage in 50+ languages, and sophisticated watchlists.
eToro
eToro is a multi-asset investment platform that empowers people to grow their knowledge and wealth as part of a global community of investors. eToro was founded in 2007 with the vision of opening up the global markets so that everyone can trade and invest in a simple and transparent way. Today, eToro is a global community of more than 30 million registered users who share their investment strategies; and anyone can follow the approaches of those who have been the most successful. Due to the simplicity of the platform, users can easily buy, hold and sell assets, monitor their portfolio in real time, and transact whenever they want.
Lifespan.io
Lifespan.io is a leading nonprofit advocacy foundation and online platform committed to advancing the science of aging and promoting healthy human lifespan. By supporting groundbreaking research projects, disseminating educational resources, and raising public awareness about the importance of longevity biotech, Lifespan.io aims to accelerate the development of therapies that can improve the quality of life for people worldwide. With a focus on collaboration and innovation, Lifespan.io is driving the conversation on aging research and transforming the way we approach health and wellness throughout our lives. For more information, please visit www.lifespan.io
Mentora Money
Mentora Money was founded this year by Anna Brading (Certified Financial Education Instructor) to provide trusted and enjoyable money education for the younger generation.
Anna has built a following of over 150K on social media teaching financial literacy and is now launching Mentora as a hub for learning, resources and community.
Mitto Markets
Mitto Markets was created by traders with investor’s needs at the forefront. Our mission is to provide a platform to buy or sell any regulated listed product without restriction or costly add-ons. We provide a fully dedicated support network, on hand am to pm. In practice, this means ultra-quick response times to queries and no additional charge if you prefer to speak to a fully qualified broker over the phone.
Quick Facts
Trade via our Trader Work Station platform, Handy Trader app, MT4 portal, Website or over the phone with a fully qualified broker
Authorised and regulated by the Financial Conduct Authority (FCA)
All accounts covered by the Financial Services Compensation Scheme (FSCS)
Share Talk
Share Talk is a free communications portal that Disseminates Factual, Impartial Information across our multiple social media platforms and channels.
- Presenting Investor Events nationwide that give you direct access to listed companies representatives enabling you to network and meet likeminded people.
- Deliver live Crypto prices & live RNS company news updates.
- Share Talk Android, iOS App’s – live RNS feed, News delivered directly to your mobile devices.
- Live company webinar presentations, Q&A, investor participation.
- London studio company interviews include shareholder questions and input.
- Access to an exclusive catalogue of past and present LSE company interviews, Videos, Q&A, Blogs.
www.share-talk.com
Audioboom: @sharetalkltd
Get in touch
To discuss your company’s exhibitor and/or sponsorship package, or if you have any other questions about what we can offer, please complete the contact form.
SUBSCRIBE
FOLLOW US