Heartwood Partners

Heartwood Partners


Heartwood Partners is a specialist investor relations advisory firm that helps listed and pre-IPO companies to improve their communication with investors. We work with clients to build a stable, well-informed shareholder base and to increase the number of investors who understand the investment proposition.

Formed by ex-fund managers Simon Young (BlackRock) and Alex Schlich (Sanlam Four), we have a deep understanding of capital markets. We use this knowledge to help clients explain their investment case to a wide range of investors in a clear and consistent manner, across all formats, and with maximum effectiveness.

Services include:

Inform: shareholder analysis, investor profiling and targeting, perception studies.

Connect: PCB and institutional roadshows, detailed meeting feedback, capital market days.

Communicate: Website best practice, RNSs, presentations, corporate factsheets.

Advise: investor relations strategy, IPO and capital raise messaging, implementing your IR program.

A 2 page brochure of our services can be found here: Heartwood Partners Services


Please get in touch with us.

Alex Schlich
Co-Founder & Partner
07710 164 120

Simon Young
Co-Founder & Partner
07811 406100

Services: Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Shareholder research, Shareholder targeting, Website development

Alex Schlich

Co-Founder & Partner

07710 164 120

Simon Young

Co-Founder & Partner

07811 406100

Bowen Craggs

Bowen Craggs


Delivering a world-class investor relations service online must start with the question: “What do analysts, institutional investors and individual shareholders want?"

Bowen Craggs has discovered the answers through a programme of desk research, investment community interviews and surveys of more 300,000 visitors to many of the world's largest companies’ websites.

Our IR rankings are derived from the Bowen Craggs Index of Online Excellence, which evaluates the online estates of the 200 biggest companies in the world by market cap. It measures the entire corporate online presence: websites, social media and other digital channels; and across all devices.

Visit www.bowencraggs.com/Bowen-Craggs-Index/Interactive-results-table and filter by ‘Serving investors’ to see the latest ranking of top global online IR operations.

You can rely on the independence of Bowen Craggs' advice because we do not build websites or sell IR tools. What we do is help you to improve your effectiveness with clear strategy, expert benchmarking, market research, analytics, best practice and content advice. Our research – gathered over 14 years and used by more than 50 of the Fortune Global 500 – can help you find and maintain the right course.


Dan Drury, Partner
Bowen Craggs & Co.
e-mail  : ddrury@bowencraggs.com
phone  : +44 (0)7786 707434


Services: Get an Online IR health-check from Bowen Craggs

Identifies strengths & weaknesses and provides tailored recommendations for improvement.

Plus, best practice identification tailored to your needs - providing valuable and cost-saving shortcuts and the opportunity to ‘leapfrog’ competitors.

Score your IR service against the Index of Online Excellence - the gold standard for digital comms performance.

Avoid others’ mistakes and be ready for emerging trends.

Provided as a concise report and telephone debrief.

Services: Internet services, Investor communications

Dan Drury


+44 (0)7786 707434

Taurus London

Taurus London

Services: Board advisory, Executive search, Investor communications, Investor relations

Anna Hartropp


+44 (0) 20 7959 7002

Friend Studio

Friend Studio


Services: Annual reports, CSR/Sustainability, Investor communications, Investor presentations, Publications, Website development

Kristin Magnuson

Business Development Director

+44 (0)207 749 2800

Kepler Cheuvreux

Kepler Cheuvreux


Kepler Cheuvreux is a leading independent European financial services company specialised in advisory services and intermediation. The company has four business lines: Equities, Debt & Credit, Investment Solutions, and Corporate Finance. Headquartered in Paris, the group has a staff of around 500. This multi-local company is also present in Amsterdam, Boston, Frankfurt, Geneva, London, Madrid, Milan, New York, San Francisco, Stockholm, Vienna, and Zurich.


Services: Corporate broking, Investor communications, Investor roadshows, Shareholder targeting


Global Head of SmartConnect Services

+33 1 53 65 35 24

Kepler Cheuvreux
112 Avenue Kleber
75116 Paris


Head of SmartConnect (UK)

+44 207 621 5176

Kepler Cheuvreux
5th Floor
95 Gresham Street
EC2V 7NA London

BRR Media

BRR Media


BRR Media is a specialist digital media company producing and delivering live streamed and on demand online events.  We partner with companies from concept to delivery and provide analytics to measure impact.

Our productions include video interviews, results or capital markets day presentations with synchronised slides, and creative corporate videos.   

Media content is managed on our proprietary platform.  We host content on client websites and distribute it to investors across relevant third party media partner sites and platforms.

BRR Media is focused on the digital communications needs of IR and prides itself on swift execution, reliable delivery and strict confidentiality.

Contact us on uksales@brrmedia.co.uk or 020 3435 7010 for further information.

Services: Internet services, IR for small caps, Mobile technology , Video, Webcasting

Latchmoor Search

Latchmoor Search


Latchmoor Search specialises in Executive Search for Investor Relations and Corporate Communications.

We pride ourselves on delivering effective Search through our responsive and innovative approach.

With decades of dedicated expertise, we have built a strong network and understand how to successfully identify the right IR talent.



Services: Executive search

Jennifer Bargrove


Q4 Inc.

Q4 Inc.


Q4 is a global leader in cloud-based investor relations and capital market solutions. Listed companies the world over leverage Q4’s full suite of IR products – websites, webcasting and market intelligence solutions – to power award-winning IR programs, understand complex markets, and better engage with investors.

It has never been more difficult to compete for capital in today’s complex and opaque markets. Q4 specializes in taking the guesswork out of IR by enabling the quick and accurate translation of data into actionable information. Q4 Desktop – the industry’s first fully integrated IR website, webcasting, and marketing intelligence platform – provides IR professionals with the tools and market expertise they need to better inform and engage with management, the board and externals shareholders.

Q4 offers the following full suite of IR products and services:

· IR Websites
· Webcasting
· IR Desktop
· Audience analytics
· Investor targeting
· Management reporting
· Market intelligence advisory
· Newswire

Visit www.q4inc.com or email us at sales@q4inc.com to learn more.

Services: CRM databases, Investor communications, IR for small caps, Mobile technology , News providers, Share register analysis, Shareholder research, Shareholder targeting, Webcasting, Website development

Karen Gasteiger

Sr. Managing Director, Director of Sales - Europe

+44 20 3865 6164

Zebra Corporate Communications

Zebra Corporate Communications

Zebra Corporate Communications is a global brand leading the field in digital reporting. 

Founded 16 years ago, Zebra has stayed true to its initial philosophy of building trust with stakeholders through highly effective and engaging communications. 

Our 50+ strong team of experts has an excellent track record in corporate digital, annual, CSR and integrated reporting, and a unique understanding of digital reporting, which is our biggest strength and source of
pride. Our production site is located in Russia, which provides a unique competitive advantage of helping our clients to stay within the budget while getting market leading, innovative reporting solutions. 

Our clients include public and private companies based in the UK and CIS countries. Our projects have gained wide international recognition, with awards from industry bodies.

Services: Annual reports, Internet services, Investor communications, Investor relations, Website development

Andrey Kozhevnikov


+7 (495) 796-17-33




We’re a London-based design consultancy that listed and private clients of all sizes and sectors depend on to solve their financial communication, brand identity and marketing challenges, in print and online.

There are four parts to our service we’re 100% trusted to provide:

We understand our clients’ challenges and devise fit for purpose, on-brand and compliant communications that make an impact with audiences.

We offer sharp and engaging creativity that ensures every detail is right and every message is clear.

Our management team have decades of industry experience. We have the know-how to be flexible and responsive as well as to give dependable advice.

We care about delivering the right thing at the right time at every stage of the journey with our clients.

Here’s what our clients say about us:

• “There’s maturity and experience in what they produce.”

• “They’re singularly good at distilling what the key messages are.”

• “First and foremost I have a genuine feeling they want to produce a good product and to meet our specific needs.”

• “They deliver no matter how tight the deadlines, often ahead of schedule. It gives you real confidence.”

• “The finished article is always very high quality. They make us more adventurous because we trust them.”

Please contact Simon Peyto or Miles Hutchins to learn more about our reporting, brand, marketing and digital design services and visit our website for examples of our work: www.fourthquarter.co.uk

Simon Peyto

Miles Hutchins

+44 (0) 20 7234 8960

Services: Annual reports, Internet services, Investor communications, Investor presentations, Website development

Simon Peyto

Operations Director


Miles Hutchins

Account Director


Tel: +44 (0) 20 7234 8960

Investor Insight

Investor Insight


Investor Insight is the UK’s leading share register boutique

Our aim is simply to deliver the most accurate and bespoke shareholder analysis services available, identifying all institutional and retail global shareholders as well as uncovering all nominee accounts, regardless of geographical location. Our methodology it is both a time consuming and highly involved process where nothing can compensate for experience. We do not provide generic reports. Everything we do is specifically tailored to our clients' individual needs.

Why is shareholder analysis so important?

▪ We believe shareholder analysis to be fundamental to any company’s IR programme.
Senior management, IR professionals and their corporate advisers need to be able to
track shareholder movements on a regular basis particularly around significant events,
be those financial calendar linked or during M&A activity.

▪ Understanding your investor base enables you to:-

• Plan capital markets days, roadshows and meetings more effectively
• Identify the motivation behind key investors’ purchases and divestments.
• Undertake targeting exercises to discover potential investors
• Conduct perceptions studies with key investors to uncover investor sentiment

Why us?

Pinpoint accuracy - request a free report and compare us.
Cost efficient - fixed fees and no rolling contracts to tie you in.
Renowned customer service - you will feel like you are our only client (references available from AstraZeneca, Pennon Group, Thomas Cook Group and 3i Group).
Tailored & flexible - direct access to your analyst at all times.

Related Services

• Daily Trade Monitoring
• Contact Management System integration
• AGM/EGM Voting Analysis
• Investor targeting
• Perception studies (buy and sell-side)
• Benchmarking analysis
• IR event planning

For further information please contact Peter Kemp or Paul Raju
t. 01954 718599
e. info@investorinsight.co.uk
w. investorinsight.co.uk

Services: Board advisory, CRM databases, Investor relations, IR for small caps, Opinion research, Share register analysis, Shareholder research

Peter Kemp & Paul Raju

01954 718599

ELITE Connect

ELITE Connect


ELITE Connect is the new digital platform from London Stock Exchange Group that brings together listed companies, institutional investors and intermediaries to enable easier interactions and discover new global business opportunities.

Our international network is a unique information and services hub to facilitate connections, manage relationships and schedule events in the most efficient way.

ELITE Connect’s Key Features: 

- Connecting investors, listed companies and intermediaries through a sophisticated and user-friendly platform 
- Launching digital and physical meetings anytime and from any device
- Webcasting companies latest financial results
- Managing events with a digital and smart tool, able to facilitate logistics and costs

We are focused on providing an innovative and tailor-made service, in line with the rapidly changing landscape in technology and regulation. 

ELITE Connect platform allows all users to connect worldwide with no constraints of physical location or time, and to implement their relationship management strategy in a timely and cost-efficient manner.

ELITE Connect services include (but not limited to): 

- Networking worldwide
- Global business opportunities 
- Client relationship management
- Digital and physical meetings
- Video and webcasting
- Equity story publications
- Quality content stream
- Companies and investors search functionality 
- Events and roadshows
- Investor relations digital services
- Companies and Investors targeting
- IR organisations webhosting

To learn more or become part of our network visit: www.elite-connect.com

Alternatively, email us at eliteconnect@lseg.com     phone: +44 20 7797 3722

Services: Annual reports, CSR/Sustainability, Fund management, Internet services, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Mobile technology , Shareholder targeting, Video, Webcasting

+44 20 7797 3722

Taylor Bennett


Services: Executive search

Claudia Mair


+44 (0)20 7580 4300

35 Queen Anne Street, London W1G 9HZ

D.F. King

D.F. King


With 74 years' experience in securing shareholder support, D.F. King is a global leader in proxy solicitation, M&A and corporate governance advisory. 

Services: Board advisory, Opinion research, Proxy and corporate support

Tel: +44 (0) 20 77 76 75 74




Crossfire is a London-based multi-channel film & content production partner for agencies and brands such as Bayer, Channel 4, De Beers, Heathrow Express, IHG, International Alert, Jaguar Land Rover, Kärcher and Samsung.
We’ve a simple formula that we stick to: Nice people, hard work + production talent = great content.

Crossfire was founded in 2009 to bring together the network of nice, and incredibly talented, people Dave, Crossfire’s Founder, had met over the years during his career in the music and entertainment industry. The result is an operation that feels more like friends working together, and award-winning work that our clients love, and come back for – time and again.

Crossfire is experienced in creating content for a number of purposes including annual conference opening film and presentations, annual report videos and presentations and investor communications video. If you have a content need, please don’t hesitate to get in touch.

Contact details:

Kayleigh McCardle
Marketing & New Business
T: +44(0)7891 859 763

Services: Investor communications, Investor presentations, Video

Kayleigh McCardle

Marketing & New Business

+44(0)7891 859 763

Meetyl Europe

Meetyl Europe


Meetyl is changing the way institutional investors and companies engage with each other to schedule everything from individual meetings to non-deal road shows. The Meetyl interchange – a global, web-based platform that is private and secure – helps users drive maximum returns from their corporate access programs. By using the platform’s live community and proprietary targeting algorithms, Meetyl users access the broadest universe of best-fit meetings.
Meetyl's users are comprised of two main groups - companies and institutional investors.  Our corporate community features companies across a wide array of market capitalization and sectors.  This community includes C-level executives, investor relations officers as well as other investor facing executives. Our investment community consists of portfolio managers and research analysts at mutual funds, hedge funds, RIA funds, family offices, private wealth platforms, sovereign wealth funds and pensions/endowment funds.

Meetyl is headquartered in San Francisco with employees in the U.S., UK, and Ireland, and is a wholly-owned subsidiary of Glass, Lewis & Co. 

For more information please visit www.meetyl.com

Services: Investor relations, Investor roadshows, IR for small caps, Shareholder targeting

John Goya

Manager, Corporate Sales

+44 203 723 9736 or +44 754 525 2741

Panmure Gordon

Panmure Gordon


As a corporate and institutional stockbroker and investment bank with deep knowledge of the London markets, we offer our clients a tailored, integrated service that is relationship led and outcomes driven.

The culture of Panmure Gordon & Co is embedded in the legacy left by Harry Panmure Gordon, who believed that building long-term relationships was essential to success. Today, in a technology-driven 24/7 world, our highly experienced investment bankers understand that our clients operate in a global and interconnected business environment.

As a trusted independent adviser to clients ranging from small and mid-cap to FTSE 100, we are constantly thinking about our client´s needs and providing actionable ideas to achieve their corporate goals.

Integral to our offering is our highly ranked dedicated corporate broking team. Our team provides clients with regular market intelligence, investor relations and capital markets views.

We offer a full range of equity and equity-related products as well as financial advisory, IPO, M&A, accelerated book build, placing, private equity and rights issue capabilities. Uniquely in the mid-market, we are a fully integrated business bringing together the best of both public and private markets allowing us to offer, among others, a genuine ‘dual track’ offering (the Panmure Dual Track) combining the benefits of an IPO and M&A process.

Jessica Norton +44 (0)20 7886 2908 jessica.norton@panmure.com          
Karen Carey +44 (0)20 7886 2907 karen.carey@panmure.com

Services: Corporate broking

Jessica Norton

+44 (0)20 7886 2908

Karen Carey

+44 (0)20 7886 2907

Citigate Dewe Rogerson

Citigate Dewe Rogerson


Citigate Dewe Rogerson is one of the most recognised and well-respected names in corporate and financial public relations consultancy. We offer a full range of communications services to companies, both domestically and internationally, from offices in the UK, Europe, Asia and the Middle East.

Our business is structured across sector lines with dedicated specialists. The sectors we cover include financial services, technology, professional services, consumer brands, oil & gas, retail, distribution & logistics, healthcare, public sector, manufacturing and aviation.

All of our teams are supported and reinforced by experts in media relations, crisis communications, investor relations, research, public policy and digital communications.

Our approach is to help clients achieve their business objectives, whether that is seeking a stock exchange listing, completing merger or acquisition activities, promoting and protecting brands, managing crises, launching new products or companies, developing insightful collateral or running stakeholder engagement programmes.

Services: Public relations

Sandra Novakov


+44 20 7282 1089

Capita Asset Services

Capita Asset Services


The increasingly competitive market means the need for companies to effectively manage their investor relations is becoming more and more critical for success. In addition, changes to the market, regulatory environment and corporate governance is putting more strain on how companies communicate with their investors – creating a real need for communications to be clearer and more dynamic.

With limited resource and increasing demand, teams and individuals responsible for investor relations face a real challenge – this is where we can help. Our consultants partner with you to achieve the best and most efficient investor relations programme for your business.

In addition to our bespoke consultancy service, Capita Asset Services investor relations online portal ‘WebIRPlus’ means that you can manage your investor relations activity in one convenient and portable digital platform. Using our trained consultants and digital platform, together we can improve your investor relations activity and grow your company.

• Bespoke reporting.
• Global investor targeting and perception studies.
• Risk assessment of investor base.
• In house cRM management supported by specialist IR consultants.
• Shareholder engagement and corporate governance support.

Loren Dufton
Head of IR Client Services
Tel: +44 (0)207 954 9611

Services: Annual reports, Board advisory, Corporate broking, CRM databases, Investor presentations, Investor roadshows, IR for small caps, Proxy and corporate support, Registrars, Shareholder research, Shareholder targeting

Loren Dufton

Head of IR Client Services

+44 (0)207 954 9611




Lyonsbennett is the south coast’s leading corporate communications agency.

Our personal service ensures our key people are involved from start to finish, consistently delivering enviable creative that communicates our clients’ messages, cost effectively and in an environment where service is key.

We listen and benchmark to understand our clients’ audiences and messages, to achieve engaging and effective communications. Against the ever-changing best practice and legislative landscape, we deliver creative that balances compliance with communication.

Our transparent pricing policy ensures clients pay third-party fees, such as print and photography, at cost without mark-up. By charging a fixed price including unlimited proofs, our clients receive a final invoice that matches expectations.

Working with a number of FTSE 250, Small Cap and AIM listed companies, we produce annual reports, sustainability reports, corporate websites and presentations.

To find out more, please contact

Neil Duncanson
Business Development Director
Tel: +44 (0)1273 608589
Email: neil@lyonsbennett.com

Services: Annual reports, CSR/Sustainability, Investor presentations, Website development

Neil Duncanson

Business Development Director

+44 (0)1273 608589

17 Marlborough Place
Brighton BN1 1UB

Valor IR Consulting

Valor IR Consulting


My company was created in 2015 to assist foreign-domiciled companies in their communications with American and British institutional investors.

For the last 40 years, I have been actively involved in the global investment markets, in both fixed income and public equity, as an institutional broker, and, for the last 14 year, as a senior portfolio manager for one of America’s largest corporate pension plans. My experience initially taught me and has reaffirmed ever since that first-class communications are an essential component in the building of long-term building relationships between the publicly listed company and its shareholders.

My focus on non-US companies is in direct response to the challenges posed by geography, language, investment culture and regulatory environment, factors that all add to the complexity of the dialogue between the two parties. But, with the right guidance and coaching, corporate executives, Board members and IR officers can maximize their interactions with their shareholders, building knowledge, understanding and trust.
A strong IR presence has long been recognized as a major contributor to the strength and resilience of the stock price. Many companies will experience, at some stage, a weak quarter or an unanticipated event that threatens to derail the stock. The company’s response at that time will demonstrate to the markets and send a clear message as to whether the company can weather the storm or be more permanently damaged by the problem. Investors with a comprehensive understanding of a company’s DNA, through high-class IR communications, are more likely to be patient in times of adversity.

Valor IR Consulting offers three major services:
              Written adaptation of home country corporate communications for the English-speaking institutional markets;
              Personal coaching for corporate officers preparing for conference calls, non-deal roadshows and conference presentations;
              Crisis response communications

If you would be interested in hearing more about these specialized services, please don’t hesitate to contact me.

Contact details:
       Jonathan L. Passmore. Principal,
       Valor IR Consulting LLC. 45 Sherman Street, Fairfield, CT 06824
       E-Mail:        jpassmore@valorirc.com
       Telephone:  +1-203-258-2880
       Website:     www.valorinvestmentsllc.com

Services: Investor communications

Jonathan L. Passmore



Valor IR Consulting LLC.
45 Sherman Street,
Fairfield, CT 06824

Taylor Rafferty

Taylor Rafferty is the world's leading cross border investor relations firm. For over 35 years, we have helped our clients achieve their capital markets goals. Our success is built on delivering Best Practice full service IR support, with unique capabilities directly qualifying new investors and growing US and international ownership in our clients' shares. 


Taylor Rafferty
Brian Rafferty
+1 212 889 4350

Dana Diver
+1 212 889 4350

Services: Board advisory, Debt IR, Investor presentations, Investor relations, Investor roadshows, Opinion research, Shareholder targeting

Brian Rafferty

+1 212 889 4350

Dana Diver

+1 212 889 4350




Services: CSR/Sustainability, Debt IR, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Public relations, Shareholder research

Tom Kiehn


Parus Business Centre
23 1st Tverskaya-Yamskaya Street
Moscow, Russia 125047

Samuel VanDerlip


25 Southampton Buildings
London WC2A 1AL

Fairvue Partners Ltd

Fairvue Partners Ltd

Fairvue Partners is a debt and equity investor relations advisory firm, offering services to corporate issuers across the globe. We offer tailored solutions derived from rigorous capital market research to help issuers execute their Investor Relations programmes. Fairvue’s management team have worked together over many years and draw upon decades of advisory, corporate and institutional experience. 

Faisal I Kanth
Managing Partner
0203 771 4200

Services: Board advisory, Debt IR, Investor relations, IR for small caps, Shareholder research, Shareholder targeting

Faisal I Kanth

Managing Partner

0203 771 4200


VMA Executive

VMA Executive


VMA Executive is the market leader in the search for senior communications talent internationally through our global network. Such talent is not always domestic and local - it is globally mobile.


VMA Executive is part of VMA Group, a global provider of corporate and marketing communications recruitment and training services, at all levels.

Follow is on twitter at @VMAExecutive or find us at http://vmagroup.com/executive or fscvs@vmagroup.com

020 7436 4243

23 Bedford Square,

Services: Executive search

VMA Executive

020 7436 4243

23 Bedford Square,



Luminous are an international corporate communications agency who help clients make meaningful connections with their stakeholders.

We deliver outstanding corporate reporting solutions for some of the most respected organisations in Europe. Our work covers:

- Annual Reports
- Integrated Reports
- CSR/Sustainability Reports
- Corporate websites
- Investor presentations

All of which is underpinned by narrative consultancy directly from our in-house corporate reporting and strategy team.

Our reports present a clear investment case; informing the reader through contextual content, engaging them through distinctive design and persuading them through compelling messaging.

Over the past 13 years we have been a strategic partner to clients such as Arm Holdings, the BBC, Debenhams, Guardian Media Group, Informa and National Express Group.

Our reports have enjoyed an impressive track record of award success through combining strategic expertise with creative innovation and fresh thinking, and have  received recognition from D&AD, Design Week, the Institute of Chartered Secretaries and Administrators, the Institute of Internal Communications, the Investor Relations Society and the Transform Awards.

View examples of our work at: www.luminous.co.uk

For more information contact:
Stephen Butler
Corporate Reporting Director
020 7101 1677

Services: Annual reports, CSR/Sustainability, Investor presentations, Website development

Stephen Butler

Corporate Reporting Director

020 7101 1677

River House, First Floor
143–145 Farringdon Road
London EC1R 3AB



Nasdaq Corporate Solutions helps organizations manage and master the two-way flow of information with their audiences. Around the globe, market leaders rely upon our unmatched suite of advanced technology, analytics and consultative services solutions to maximize the value of their work, from IR and corporate governance to public relations and communications.

As an investor relations professional, you need to simultaneously gather intelligence on your current and potential shareholders, the dynamics of your sector and the markets at large while optimizing your outreach and communications strategy. To help you manage and master this two-way flow of information, Nasdaq Corporate Solutions offers IR Platform, the most comprehensive suite of IR content, analytics, advisory services and communications tools available on the market. You can leverage our unmatched resources and market expertise to better inform and influence your internal and external audiences

With Nasdaq Corporate Solutions, you are ready to inform, inspire and influence the audiences that matter most.

Domain of expertise:

• IR Content & Analytics Desktop
• IR Mobile
• Advisory Services
• IR Website
• IR Webcasts
• Regulatory Releases

To learn more visit business.nasdaq.com/intel or email us at corporatesolutions@nasdaq.com

Services: CRM databases, Internet services, Investor relations, Investor roadshows, IR for small caps, Opinion research, Public relations, Shareholder research, Shareholder targeting, Webcasting, Website development

Asad Butt

IR Specialist

+44 (0)203 753 2369

Bell Pottinger

Bell Pottinger


Bell Pottinger is a full service international communications company.


Services: Public relations

Bell Pottinger

+44 20 3772 2500

Holborn Gate, 330 High Holborn, London, WC1V 7QD




Liberum is a pan-European investment bank founded in 2007 and owned by its 168 staff. We believed then, as we do now, that doing the right thing by clients all the time is the right way to do business. We place a high value on taking action, being responsible and accountable, and always challenging ourselves to become better. In seven years we have become one of the most respected independent investment banks in the UK.

We help our clients achieve their strategic goals, including raising equity capital when needed, and strive to provide exceptional advice and execution capabilities to help them grow.

We focus on sectors where, through our equity research and investment banking teams, we have leading industry knowledge, insight and contacts. Being dynamic, generating and supporting new ideas and effectively sourcing capital are essential to assisting companies build value through corporate transactions.

Our extensive corporate, adviser and investor network enables us to identify opportunities for corporate activity for clients, whilst our focus on driving the transaction process forward ensures effective execution.

Services: Corporate broking

Anna Hartropp

+44 (0) 20 3100 2217

Ropemaker Place, Level 12,
25 Ropemaker Street,
London EC2Y 9LY

EQS Group

EQS Group


Who is EQS?
EQS Group is a leading international provider of digital investor relations solutions.

Founded in 2000, EQS Group’s solutions and services today enable over 2,300 listed companies worldwide to fulfil complex domestic and international corporate information requirements securely, timely, and efficiently. Clients in
Europe include FTSE100, FTSE All-Share, AIM, NEX issuers and investment trusts as well as 50% of the Euro Stoxx 50 companies.

EQS is a single source provider of digital IR solutions including: IR & corporate websites, apps, online annual reports and audio and video webcasts. As an FCA-approved Primary Information Provider, EQS also disseminates regulatory announcements and financial news globally as well as providing a secure online solution for the management of insider lists.

EQS Group employs over 320 digital corporate communications and investor relations specialists at offices in 13 offices worldwide.

EQS delivers integrated solutions for investor relations professionals. They offer a unique one-stop shop for digital investor relations which allows companies to optimise their internal workflows. EQS’ innovative services and integrated approach enable clients to increase their investor reach while saving valuable time, minimising the risk of errors and preserving their budget.

Services and expertise

• UK Regulatory Disclosure Service
EQS has been an FCA approved Primary Information Provider since 2008. Their platform enables issuers to fulfil complex domestic and international disclosure requirements securely, timely, efficiently and in a user-friendly way.

• International & Local News Distribution
EQS distributes  announcements, financial news and press releases to a large network of the most important Financial Terminals and Databases (e.g. Bloomberg, Reuters, Dow Jones etc.), Financial Websites (yahoo finance, Bloomberg.com, Investegate) and Social Network (Twitter, LinkedIn), Apps as well as to the client’s corporate website, individual contact lists, news alert subscribers and many other channels.

A secure and intuitive online platform to manage insider lists and comply with the Market Abuse Regulation (MAR).

Online CRM solution developed specifically to fulfil Investor Relations professional’s needs.

• Investor Relations & Corporate Websites
Consulting, Concept Development, Design, Technical Implementation, CMS, Hosting, Service & Support.

• Stock Charts, Tools and Newsfeeds
Chart Solutions, Newsfeeds, IR Calendar, Fact Sheets.

• Webcasting Services
Audio & Video.

• Online Reporting Solutions
Annual Reports, Sustainability Reports.

• Apps & Mobile Solutions

For more detailed information please visit www.eqs.co.uk

Contact details:
Stefan Berg
Managing Director

+44 (0) 20 3141 3950

Viviane Joynes
Managing Director

+44 (0) 20 3141 3946

Services: Annual reports, Internet services, Investor presentations, Investor relations, IR for small caps, Mobile technology , News providers, UK Regulatory Disclosure, Video, Webcasting, Website development

Stefan Berg

Managing Director

+44 (0) 20 3141 3950

Viviane Joynes

Managing Director

+44 (0) 20 3141 3946

Rivel Research Group

Rivel Research Group


With more than 25 years in the business, conducting over 150 perception studies per year, and working with companies on 6 continents, Rivel is the largest global perception study provider.

Rivel studies offer actionable insight that a company needs to keep pace with today’s fluid environment for investor communications, such as identifying key opportunities, uncovering potential vulnerabilities (and possible triggers for activists) and helping ensure that its investment appeals are better appreciated among its core constituency.

Rivel provides companies the unique opportunity to gauge perceptions across multiple perspectives – the investment community, senior management and the board – in its newest offering Rivel 360˚. This perception research not only allows you to assess how investors and analysts are aligned with company executives and directors, but also confirm alignment within the C-suite and boardroom.

Rivel has 6 key differentiators:

1. Objective

Research is our only business, with our advice driven solely by direct feedback we receive from the investment community. It is unaffected by investment banking or consulting-type relationships. It is not guided by other services that we offer. What you receive is 100% objective data.

2. Qualitative

Nearly half of the questions we ask in our survey projects are open-ended. These discussion questions allow our executive interviewers to probe beneath the surface, getting at the deeper meanings behind answers.

3. Quantitative

Measuring intangible processes like building relationships with the investment community can be difficult. Qualitative feedback alone can only provide a “feel” for what is going on. Our meticulous quantification delivers information that is precise, credible and insightful, as well as supportive of the qualitative data.

4. Comparative

For the purposes of benchmarking, Rivel has conducted research and archived data on over 1,000 investor research projects. Comparing quantified results to other companies and over time puts the data into the context you need to assess past, present and future performance, as well as trends affecting your firm and industry.

5. Reliable

Our market intelligence is obtained using proven marketing research methodologies. We do not rely on anecdotal information garnered from a variety of different sources. A key strength inherent in our sample design is the ability to interview the right people. Additionally, all of Rivel’s research is comprehensive and representative.

6. Actionable

While fundamental investor research is the basis for our advice, it simply isn’t enough. We deliver findings, make sense of them, put them into context and provide you with action steps. In-person presentations to management teams and boards are a key part of this process as having a third-party in Rivel deliver the research findings is more impactful.

For more information, please visit www.rivel.com or contact:

Claire Lavery
Vice President
Rivel Research Group
4th Floor, Rex House
4 - 12 Regent Street
London SW1Y 4PE
Phone: +44 (0) 20 3356 2791
Email: clavery@rivel.com

Services: Opinion research, Shareholder research

Claire Lavery

Vice President

+44 (0) 20 3356 2791

4th Floor, Rex House
4 - 12 Regent Street
London SW1Y 4PE

Broome Yasar Partnership

Broome Yasar Partnership



Broome Yasar Partnership is the leading global executive recruitment consultancy dedicated to Investor Relations, Corporate Communications, Public Relations and Marketing Communications. Our dedicated Partners have extensive experience of both investor relations and executive recruitment and have been involved in helping to place more than 300 senior investor relations professionals globally. 

Headquartered in Central London, we offer a global service that draws on our extensive international research capabilities and our hand-picked affiliates located in the world’s premier financial centres.  We pride ourselves on our cultural sensitivity and our ability to work across borders with ease.

Partnership isn’t just the name on our door – it’s the promise to work as a dedicated and long term partner with you, either as a client looking for the right senior candidate or as a candidate looking for unrivalled advice, career nurturing and ultimately your next role.

Contact ir@broomeyasar.com
Contact - +44 (0) 20 3666 5130
Tallis House, 2 Tallis Street, London, EC4Y 0HB.

Services: Executive search

Oskar Yasar

Managing Partner

+44 (0) 20 3666 5130

Tallis House, 2 Tallis Street, London, EC4Y 0HB




EMR is a leading international recruitment specialist with a dedicated Investor Relations and Communications Division.

With over 20 years’ experience, we are passionate about delivering the highest service levels in the industry through a tailored approach for both clients and candidates. With a dedicated team of experienced consultants operating across all vertical markets, we are the recruitment partner of choice to many of the world’s leading brands. Leading the practice, both Debbie Nathan and Anastasia Pittas have a wealth of IR experience, with respective backgrounds of 10 years as an IRO in Financial Services and three years as a corporate broker at Citi. We provide clients with talent from all backgrounds to fulfil their hiring objectives.

Services: Executive search

Debbie Nathan


Anastasia Pittas


Tel: +44 207 850 6200

322 High Holborn, London, WC1V 7PB




We are MSLGROUP in the UK.

We’re a communications agency with digital, insight and creativity at its heart.

We help organisations to build and maintain their reputations and relationships. We bring corporate strategies, brands and visions to life across every corporate channel and audience. Our skills range from reputation management and content marketing to annual reports, web development and user experience, crisis management and sustainability communications.

Over the last 25 years we have established a reputation for creating reports and websites that speak clearly and use creativity appropriately to engage the reader. We help some of the world’s largest and most complex organisations to communicate their investment story to their stakeholders including: Alcatel Lucent, SABMiller, BBA Aviation, BT, Home Retail Group, Land Securities, Reed Elsevier, Rentokil Initial, Sainsbury’s, Standard Chartered and TSB.

As part of the global MSLGROUP network we have more than 3,500 colleagues worldwide. MSLGROUP is Publicis Groupe’s strategic communications and engagement business, advising clients on all aspects of their multi-stakeholder communications.

Services: Annual reports, CSR/Sustainability, Public relations, Website development

Victoria Sugg

Business Development Director

+44 (0)20 3219 8838


+44 (0)20 3219 8700

55 Whitfield Street
London, W1T 4AH

Issuer Direct Corporation

Issuer Direct Corporation

Issuer Direct Corporation (ISDR) is a market leader and innovator of Disclosure Management Systems and Cloud–based Compliance Technologies. Through our subsidiary PrecisionIR – Issuer Direct delivers the best breed of investor outreach programs that will attract the right mix of both retail and institutional investors.

Services: Shareholder targeting

David Anneteg

Director Sales – EMEA Sales and Strategic Partnerships

+44 20 7192 0872

Amani Korayeim

Director Sales – EMEA Sales and Strategic Partnerships

+44 20 7192 0887




EmCo is a Moscow-based consultancy specialising in financial communications and investor relations. We have a qualified team with comprehensive industry expertise in various sectors. We have extensive experience in delivering a full range of investor relations services, which aim to help our clients towards building and maintaining relationships with the investment community, identifying and targeting potential investors, and generating increased investor interest.

We focus on the following areas:

• Consolidated reporting in line with best practice

o Annual reports, MD&A and other documents required by financial market regulators

• Research and studies

o Tailored perception studies
o Peer group benchmarking studies and analysis of best practice

• Investor communication

o IR strategy development and implementation
o Investor communication materials: presentations, factsheets, factbooks, etc.
o Organisation of events for investors related to the release of financial results, road shows, etc.
o Investor Relations sections of corporate websites
o Segmentation and targeting of institutional investors

Our client base is comprised of Russian companies whose securities are traded on Russian and foreign exchanges.

Services: Investor relations

Pavel Kim

Partner, Head of IR practice

+7 495 980 06 84

Office 23, Bolshaya Sadovaya 10, Moscow, 123001, Russia




ingage is a new company, created by senior investment professionals to develop an intuitive, efficient and low cost way of bringing investors face to face with senior management at listed companies.

Using their years of experience across the industry, the ingage team has developed a state of the art platform for arranging corporate access, which fully complies with FCA regulations regarding the use of client commissions.

ingage levels the playing field by putting access back in the hands of investors and the companies who want to meet them.

ingage offers corporates a low cost state-of-the-art, scalable, cloud hosted IT platform to facilitate investor meetings, accessible on any web enabled device plus dedicated apps with push notifications.

- A bespoke platform
- Contact database
- Real time itineraries
- Online Roadshows


Contact details

Corporates & Investors:

By phone: +44 (0) 20 7118 2288
By email: info@ingage.com

Media and Press Enquiries:

Christian Mahne
+44 (0)20 3488 3101

Lindsay Vetch
+44 (0)20 3488 3102

Services: CRM databases, Investor roadshows, Mobile technology

Corporates & Investors

+44 (0) 20 7118 2288

Media and Press Enquiries

Christian Mahne

+44 (0)20 3488 3101

Lindsay Vetch

+44 (0)20 3488 3102




QuantiFire has pioneered a highly successful form of perception research, which builds on qualitative commentary by also producing sentiment ‘as data’. The solution is light-touch for investors and provides IRO’s with a low-cost, ongoing reporting service.

We call this the ‘Living Perception Study’. It improves efficiency and reduces costs, by uncovering the 'cause & effect’ of market perception.

This groundbreaking service is proven and has global reach. Alongside this, QuantiFire also integrates and visualises multiple IR data, providing turnkey analysis for investor targeting, roadshow planning, message refinements, board reporting and more. 

At QuantiFire, we believe that much more can be done with IR data analysis and we have the next generation technology to prove it.

"QuantiFire's investor perception and IR data analysis is an intelligent solution which provides valuable real-time feedback on investors' view of the strategy and the business."

Head of Investor Relations, Travis Perkins

Services: Opinion research, Shareholder research

Charles Hamlyn

Managing Director

+44 (0) 20 7060 5470

Tel: +44 (0) 20 7060 5470


Design Portfolio

Design Portfolio


Design Portfolio was founded more than 25 years ago and supports businesses ranging from AIM to the FTSE 350, as well as private companies and those new to market across numerous sectors. We work in print, digital and moving image and specialise in six core areas:

→ Annual reports
→ Investor presentations
→ Corporate websites
→ Video and animation
→ Corporate branding
→ Sustainability communications

Our blend of considered creativity and expert consultancy is delivered by expert teams through a local, personal and hands-on service.

www.design-portfolio.co.uk        @WeAre_DP

Services: Annual reports, CSR/Sustainability, Investor presentations, Video, Website development

Julie Wilford

Managing Director

+44 (0)1924 653 155

Paul Crabb

Business Development Director

+44 (0) 20 7536 2032



Services: Annual reports, Internet services, Investor presentations, Investor relations, Website development

Financial Times

Financial Times


Reach and engage the Financial Times audience of financially-aware decision-makers and affluent shareholders from across the world.

FT Investor Relations service – targeted multimedia communication packages that give you maximum visibility.

Jessica Llewelyn
Account Manager, Investor Relations
Financial Times | One Southwark Bridge | London SE1 9HL
Email: jessica.llewelyn@ft.com
Telephone: +44 (0)20 20 7873 4012

Services: Investor relations

Jessica Llewelyn

Account Manager, Investor Relations

+44 (0)20 7873 4012

Financial Times | One Southwark Bridge | London SE1 9HL




Investment Banking at Barclays provides comprehensive financial advisory, capital raising, financing and risk management services to corporations, governments and financial institutions worldwide. We take an integrated approach to client coverage, providing you with access to bankers who have industry and geography specific expertise across all investment banking products.

Services: Corporate broking

Alisdair Gayne

Head of Corporate Broking

+44 (0)20 3134 9801

Barclays, 5 The North Colonnade, Canary Wharf, London E14 4BB

Aura Financial

Aura Financial


Aura Financial is a specialist financial communications and investor relations consultancy providing advice on Transactions, Sustainability, Issues Management and Continuing Obligations.

We have extensive experience in delivering a targeted range of value-added investor relations services, which aim to help companies build relationships with the investment community, identify and target potential new investors and generate increased investor interest. Our services include:

  • Developing the equity story
  • Peer group benchmarking studies and analysis of best practice
  • Tailored perception studies
  • Investor outreach programmes
  • Bespoke Board training
  • Developing investor communications materials
  • Advising on corporate governance

Services: Investor relations

Andy Mills


0207 321 0000

Aura Financial,
33 St James's Square,

Black Sun

Black Sun

Black Sun is an international corporate communications consultancy. In an inter-connected world, we believe that better communications help build better businesses. By creating more effective communications we help you to build greater engagement with your stakeholders and deepen their understanding of your business. The result is greater trust and confidence with your investors, greater advocacy and loyalty from your employees, and more goodwill from the communities in which you operate.

We achieve this through a unique blend of best practice strategic advice, compelling creative, enriching content and multi-channel delivery through the diverse communications channels available including:

• Annual Reports
• Sustainability Reports
• Corporate websites
• Presentations
• Social media
• Employee communications

Over the past 20 years’ we have been a trusted partner to ambitious UK and international clients such as Tullow Oil, Go-Ahead Group, and Coca-Cola HBC. To view examples of our award winning work please visit: http://www.blacksunplc.com

To find out more please contact:

Sarah Myles
Business Development Manager
Tel: +44 (0)20 7736 0011
Email: smyles@blacksunplc.com

Services: Annual reports, CSR/Sustainability, Investor presentations, Video, Website development

Sarah Myles

Business Development Manager

+44 (0)20 7736 0011

BNY Mellon

BNY Mellon


BNY Mellon acts as depositary for more than 2,700 American and global depositary receipt programs, acting in partnership with leading companies from 68 countries. BNY Mellon is committed to helping securities issuers access the world's rapidly evolving financial markets and delivers a comprehensive suite of depositary receipt services. Learn more at www.bnymellon.com/dr.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of March 31, 2014, BNY Mellon had $27.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.

For more information please contact:

Peter Gotke
Managing Director, UK & Ireland, Depositary Receipts
T: +44 (0) 20 7163 7940
E: peter.gotke@bnymellon.com


Peter Gotke

Managing Director, UK & Ireland, Depositary Receipts

+44 (0) 20 7163 7940

One Canada Square
London E14 5AL



Services: Investor relations




At CKD we specialise in building our clients’ corporate reputation through the media of brand management, digital communications and corporate reporting.

Established in 1990, with over two decades of financial reporting, we are well versed in the ever changing corporate reporting regulatory landscape.

Our personal and collective experience in this space reads like a who’s who:

BP, BSkyB, Cable & Wireless, Compass Group, Grand Met (Diageo), RBS, Severn Trent, Smith & Nephew, Standard Chartered, Tesco and Weir Group to name but a few.

Not forgetting our friends in the AIM arena such as:

ANGLE, Hamleys, Majestic Wine, Oxford Biomedica, and Summit.

So why should you partner CKD?

CKD keep things simple. We help you to tell your story in a joined-up, engaging and informed way, appealing to all stakeholder groups and ticking all regulatory boxes.

Communicating in a truly integrated way, through all the latest digital channels.

You are the only client that matters!

To see how CKD can add value to your corporate strategy, talk to Adam Hindmarsh on 020 7566 0190 or visit at www.carrkamasa.co.uk. We’d love to hear from you.

Services: Annual reports, Website development

Adam Hindmarsh


020 7566 0191

Tel: 020 7566 0190

Clare Williams Associates

Clare Williams Associates


Clare Williams Associates (CWA) is an independent financial services support company specialising in investor relations and investor communication.

We have over 50 years’ combined experience across a variety of stock market sectors and financial services markets. We provide an independent, experienced and skilled fund manager’s perspective to UK and International public companies, advising on both equity and debt markets.

•We help companies and organisations to make the most of their business and people through effective investment communication and monitoring programmes.

•We have the flexibility and experience to provide tailor-made solutions for your organisation.

•We aim to optimise your valuation and positive perception with all stakeholders who interact with your organisation.

CWA has successfully worked with FTSE 100, Mid 250 and Small Cap companies as well as private organisations.

Our services include:

Investor Relations:

•Market perception studies.
•Bespoke research, analysis, advice and training.
•In-house support for the IR team - managing your ‘hot spots’ more effectively and efficiently.

Investor Communication:

•Range of services from reviewing and researching through to writing and editing.
•Input across a variety of IR communication channels: investor presentations and RNS statements through to website reviews.

Contact details:

Clare Williams

Joanna Copestake

Philip Small

Tel: +44 (0)141 419 9900


Services: Investor relations, Shareholder research, Website development

Tel: +44 (0)141 419 9900


Deutsche Bank

Deutsche Bank

Depositary receipts are a means for non-US companies to raise their profile with foreign investors, make their shares more easily available to them and raise new capital outside the domestic market, especially in the United States. Deutsche Bank's Depositary Receipt business is dedicated to providing excellent service for companies with American or Global Depositary Receipt programmes.

Deutsche Bank provides all the support necessary to set up and run a successful depositary receipt programme plus a range of added services to ensure that both the issuing company and its investors get the most from the programme. Every client is assigned a specialist relationship manager for consistent, personalized service, and streamlined broker desks in London, New York and Hong Kong provide a global processing service to market professionals.

Deutsche Bank has developed a market-leading website to provide the most comprehensive, up-to-date information on the entire depositary receipt market for investors and brokers. It also offers private access for depositary receipt clients to a wide range of tailored data on their program, their investors and their peers.

For a more personal, specialist service, please contact us or visit our website.

Contact details:
Zafar Aziz
ADR Relationship Management

Tel: +44 (20) 7545 6619



Services: ADR depositary services

Zafar Aziz

Head of DR Market Solutions

+44 (20) 7545 6619



FTSE giant or newly-established enterprise, we deliver reporting that brings clients more.

Why Emperor?

We’re experts in producing corporate reports that people want to pick up, read and act on. When a direct, skilfully executed approach is needed, we’re trusted to deliver. But it’s the way we listen to and work with our clients that makes our approach different.

For us, there’s more to reporting than delivering an exceptional end product. We’re just as focused on building the strong relationships that will help us achieve it. That’s because improving the reporting process leads to clearer strategic thinking throughout.

Two decades of reporting experience tells us to listen intently to the people behind the financials. We know that stakeholders who feel fully engaged in the process become even more connected to their company’s progress − financially and otherwise.

You could say we help organisations to focus on what really matters. What’s certain is that our approach leads to unified thinking and a single plan of action that everyone can get behind. The result? Inspiring reports and a more intelligent way of working.

Our services encompass reporting, digital, brand and engagement:

• Annual reports
• Corporate websites
• Corporate branding and identity
• Employee engagement
• Sustainability communications
• Corporate and investor presentations
• Roadshow and investor day communications

If you would like an initial consultation, please contact:

Steve Kemp
Managing Director


Rachel Crossley
Senior Reporting Consultant


London: 0207 729 9090
Edinburgh: 0131 220 7990
Birmingham: 0121 262 3830
Bicester: 01869 324 111

Services: Annual reports, CSR/Sustainability, Internet services, Investor presentations, Investor relations, Website development

Steve Kemp

Managing Director


Rachel Crossley

Senior Reporting Consultant





Equiniti - Registrars

Equiniti provides complex share registration and shareholder solutions. We deliver these services to around 50% of the FTSE 100, 35% of the FTSE 250 and manage over 18 million shareholder accounts.

We help improve the effectiveness and performance of our clients’ businesses by adding value, working hard to find ways to reduce on-going costs and by exceeding everyday service requirements. We work in collaboration with our clients finding innovative and new ways of doing this. A recent example of this can be seen through the implementation of an industry first dividend option plan, Dividend Plus.

Our services are designed to ensure that we are easy to do business with.  Our people have earned us global accreditation for customer service and always provide the very best support to our clients and their shareholders. www.equiniti.com

Equiniti - Investor Analytics

Equiniti Investor Analytics provides a dedicated service for a range of specialist shareholder and investor relations related analytical services. Our dedicated in-house Investor Analytics team has direct access to our clients share registers and is able to provide the most comprehensive and timely analysis available to enable our clients to accurately identify and monitor their institutional and beneficial shareholders. On-line access provides flexible reporting tools which integrate with a suite of complimentary investor relations services. www.equiniti.com

Services: Investor relations, Proxy and corporate support, Registrars, Shareholder research, Shareholder targeting

Rob Hemming

Head of Investor Analytics

020 7469 1884

Suite 1/1, 3 Minster Court
Mincing Lane
London EC3R 7DD

Exane BNP Paribas


Services: Fund management

Jane Henderson

Head of Corporate Access London

020 3430 8431
jane.henderson@ exanebnpparibas.com

One Hanover Street
London W1S 1YZ

Fidelio Partners – Executive Search & Advisory

Fidelio Partners – Executive Search & Advisory


Who We Are
Fidelio Partners is an international executive search consultancy with a unique capital markets perspective and a profound understanding of stakeholder relations. Fidelio’s ability to attract senior executive talent gives our clients a clear advantage in the competition for capital. Fidelio’s executive search proposition is built upon Board level corporate experience, a senior cross border and cross sector network and a rigorous in-house research capability.  Based in London, we work globally and our in-house research team includes fluent Mandarin, German and French speakers.

Our deep knowledge of the investment value chain enables us to provide effective and compelling search solutions for our clients, who benefit from Fidelio’s experience and understanding of the interaction between investors, corporates and advisors. The competition for capital is intense. Talented individuals and teams are highly prized. We deliver value enhancing search solutions for our clients and we do so in a timely and effective manner.

IR Track Record
Our leading IR consultant, Gillian Karran-Cumberlege has an established track record at the top of the IR profession, including the following roles:

  • Group Head of Investor Relations Volkswagen AG
  • Group Head Of Investor Relations UBS AG
  • Global Co-ordinator of Investor Relations Brunswick
  • Board Member of UK IR Society and Chairman of Annual IR Society Conference

Executive Search
Fidelio has particular search expertise in the following senior roles:

  • Investor Relations
  • Finance/Treasury
  • Communications/Public Affairs
  • Governance/CSR

Operational Excellence
Fidelio promotes operational excellence in capital market communications by sourcing highly effective executives and non-executives for key roles.  In addition Fidelio empowers clients to communicate more effectively with the capital markets with the following tools:
Winning the competition for capital

  • The leadership guide
  • Board evaluation
  • Sharpening the investment proposition
  • Architecting the investor base; mapping the stakeholder base
  • The stakeholder framework
  • Transformation programme
  • Crisis communications

Enhancing the return on communication

  • Channel check
  • Structures and processes
  • Benchmarking
  • Capturing brand valuation
  • The handbook
  • The feedback loop
  • Return on communication

For further details please visit our website at www.fideliopartners.com.

Services: Board advisory, Executive search, Investor relations

Gillian Karran-Cumberlege

+44 (0)20 7759 2200

Fidelio Partners LLP
42 Brook Street




Investis is a digital communications company. We bring our unique blend of expertise, technology, and service to more than 2,000 clients worldwide, supporting them from strategy through to full execution.

With the myInvestis digital suite at the core, we combine the crafting and publishing of content with deep audience insight to drive effective engagement with the investor community, customers and employees.

By tying creative excellence with powerful technology, we develop innovative solutions that influence perception and enhance the brand and reputation of our clients.

Investis is headquartered in London and has offices across Europe, North America, and Asia-Pacific.

Services: Annual reports, Internet services, Investor relations, IR for small caps, Webcasting, Website development

Nicolas Bruel

Global Head of Channel Relations

+44 (0) 20 7038 9006

Investor Perceptions

Investor Perceptions

Investor Perceptions is a leading provider of authoritative and considered investor feedback to the boardrooms of UK and European companies. IP delivers an independent perspective into how shareholders and the key underweight institutions view a company, its management and its prospects. We analyse in depth the key factors that collectively define a company's investment proposition and ultimately determine the valuation the market places on the shares.

An insightful perception study is an important and powerful management tool, both from a strategic planning and a corporate governance perspective. Being aware of the opinions and views of investors assists companies to improve their communication with the market and to ensure the investment proposition is properly understood and is reflected in the valuation of the shares, which in turn will influence its cost of capital.

Contact details:
Simon Collins
Managing Director

Tel: +44 (0) 20 7280 1775

Services: Shareholder research

Simon Collins

Managing Director

+44 (0) 20 7280 1775

Investor Perceptions Limited
New Court
St Swithin's Lane




IR.soft is an independent UK-based developer of software solutions for corporate Investor Relations.

IR.soft’s flagship IR.manager software – along with the IR.mobile companion app – is the “Investor Relationship Management” and Targeting solution of choice for a growing number of FTSE 100, FTSE 250, and European companies:

• manage relationships with institutional investors, analysts and other stakeholders;
• keep a record of meeting history and meeting notes;
• manage information dissemination lists and target lists;
• email contacts with the built-in IR.mail or with your own corporate email;
• produce a wide range of reports for Management, including: value-adding briefing notes, roadshow itineraries, target lists, IR activity reports, and more;
• access anywhere and take meeting notes on the road with IR.mobile.

IR.manager can supplement your knowledge base with comprehensive, high-quality investment industry intelligence from FactSet Research Systems, ideal for:

• investor profiling and pro-active targeting;
• keeping your IR database up-to-date with minimal effort.

IR.manager can also integrate seamlessly with share register analysis from select partners.

IR.manager is a hosted “Software-as-a-Service” platform.  Our services also include:

• initial data migration;
• training and support;
• a range of related services to help you benefit fully from our software and data feeds.

IR.soft: software solutions for optimal Investor Relations.

Arnaud D. Robin
+44.20.7060 4700

Services: CRM databases

Arnaud D. Robin


+44 (0)20 7060 4700

Business Design Centre
52 Upper Street
London N1 9LG

Jones and Palmer

Jones and Palmer

The "20 second" intro to what we do
Public companies have an obligation to communicate with a range of stakeholders (mainly shareholders) to demonstrate that they are well managed and generating value. We work with the management, marketing staff and PR agencies to collate, structure, brand and deliver those messages. That's it!

and here's how we do it
We listen to your story, because every company is unique. We research your industry and peers. We gather your past communications and look where we can empower the brand. We develop a strategy to exceed your compliance needs and wow the stakeholders. We execute great project management in the delivery of reports and websites.

...and we do it with style, discipline and panache.

Find out more about Jones and Palmer

To discuss your requirement further please contact Jim Robinson, Corporate Communications Director on 0121 236 9007 or at jim.robinson@jonesandpalmer.co.uk

Services: Annual reports, CSR/Sustainability, Investor relations, IR for small caps, Shareholder research, Video, Website development

Jim Robinson

Corporate Communications Director

0121 236 9007

Langsford Corporate Design


Services: Annual reports

Lansons Communications


Services: Public relations



Services: Investor relations

Makinson Cowell


Services: Investor relations





Full details to follow

Services: Annual reports, Webcasting, Website development




MHP is an award winning, new agency – we’ve gone straight into the top 10 overall and across a range of disciplines (including financial PR and digital & social media).  We are the combination of three leading agencies, Mandate, Hogarth and Penrose and have 160 staff and four offices worldwide. We cover 15 sector specialisms and five PR disciplines (financial PR, brand PR, corporate reputation, CSR and public affairs) and can therefore build an integrated team that is second to none.


Services: Investor relations, Public relations

Reg Hoare

(Managing Director & Partner)

+ 44 (0) 20 3128 8793

Orient Capital

Orient Capital


Orient Capital is a global leader in share ownership analysis, equity market intelligence, proxy solicitation, investor communication and shareholder management technology for listed companies.

miraqle, Orient Capital’s unique web-based, capital markets’ management platform, is the desktop investor relations solution of choice for over 1,200 listed companies in the UK, Europe,  Australasia, Asia and Africa.  Acclaimed for its intuitive design and integrated functionality, it comprises a constantly evolving series of modular products – each designed to assist companies to efficiently and accurately identify, profile, track, manage, target and communicate with investors, potential investors and the wider investment community.

London: +44 20 77 76 75 74
Sydney: +61 2 8280 6000
Hong Kong:  +852 2973 6878

Services: CRM databases, Investor relations, Opinion research, Proxy and corporate support, Share register analysis, Shareholder research, Shareholder targeting, Webcasting

ProxyCensus Ltd

ProxyCensus Ltd



Services: Proxy and corporate support

Miguel Carrasco

Managing Director

020 7193 0461

Suite B
29 Harley Street
London W1G 9QR



RD:IR is an independent global Investor Relations consultancy offering a wide range of IR-related analysis, research & advisory services to over 600 UK & international public companies.

Our business & approach is global, but we take pride in our customer service & focus.

Our range of services fall into three business areas listed below:

• Shareholder analysis
• Peer group ownership analysis
• Investor domicile analysis
• Contact & meeting management for equity, debt, governance & responsible investors
• Email distribution
• Investor profiling
• Governance & responsible investment profiling
• Corporate factsheets

RDIR Consult Logo

• Investor targeting
• Investor access & roadshows
• Capital market days
• Self-originated research
• IR programme set-up
• IR strategy analysis & audit
• IPO consultancy
• Full & snapshot perception surveys
• Equity story messaging
• Financial market research
• IR team & process support

RDIR Act Logo

• Shareholder communication advice
• Proxy solicitation for: AGMs, EGMs, Schemes of Arrangement, Offers, Placings, M&A
• Proxy advisory agency influence analysis
• Proxy advisory agency liaison
• Advice on voting guidelines
• Pre- & post-meeting VoteMatch analysis
• Governance roadshows

Contact details:

Richard Davies MIRS MCIPR
Managing Director

Richard Davies Investor Relations Limited (RD:IR)
Bridewell Gate
9 Bridewell Place
London EC4V 6AW

Tel: +44 20 7492 0500
Email: Welcome@rdir.com

Services: Board advisory, CRM databases, Debt IR, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Opinion research, Proxy and corporate support, Shareholder research, Shareholder targeting

Richard Davies

Managing Director

+44 20 7492 0500

Bridewell Gate
9 Bridewell Place
London EC4V 6AW

RLM Finsbury

RLM Finsbury


Services: Public relations

Sarah Heald

0207 251 3801

Tenter House
45 Moorfields
London EC2Y 9AE

Sampson May


Services: Annual reports

Catherine Hall

Business Development Manager

+44 (0)20 7403 4099

Addison Group

Addison Group


About us
We are a leading London-based communication consultancy and creative agency. We exist to help our broad client base create compelling, effective communication that builds the value of its reputation.

Who we are
We’ve got over 35 years of experience and currently work with more than 50 leading companies across the UK and Europe, including 16 Euro100 top companies. We’re a happy, thoughtful and creative bunch of just over 100 people in disciplines ranging from creativity, to content consultancy, to coding. We’re also part of the WPP Group, a world leader in marketing communications.

Services: Annual reports, CSR/Sustainability, Internet services, Investor relations, Mobile technology , Video, Website development

Suzanne Fowler

Business Development Director

+44 (0)20 7815 2035

49 Southwark Bridge Road
London SE1 9HH

Tel: +44 (0)20 7815 2000

WorkCast Corporation

WorkCast Corporation


Many listed and private organisations need to be able to disseminate information about financial performance, strategy and organisational updates. The addition of web events to the communication portfolio provides a cost effective way to deliver, track and measure the effectiveness of these communications.

The significant benefits of On Line Events are not only the ability to reach a much larger global audience both Live and On Demand but the ability track and measure the effectiveness of those communications. This granular feedback enables decisions to be made about the frequency, content and effectiveness of these communications against corporate goals.

Benefits to Investor Relations

Deliver quarterly and other financial results to a wider audience
Hold or deliver shareholder and other annual investor meetings online
Increase participants for analyst days, M&A announcements and executive interviews
Gain feedback from viewers at live events and from on-demand content

Our range of services includes

Webinars, Webcasts, Virtual Events and Services
Video management, Webcasting and Web TV Platforms
Video Capture, Editing, Encoding and Publishing

Services: Internet services, Investor relations, Webcasting

Mike Bowman

Sales Manager

+44 (0)844 870 4912

World Television

World Television

World Television is an international leader in webcasting, video production and on-line video communications. From offices in London, Zurich, Geneva, Frankfurt and Madrid they have been supporting the communications strategies of international organisations for 25 years. At World Television they produce creative content and corporate video solutions to engage, inform and motivate their clients’ audiences with the way that they communicate their key messages. World Television works with some of the biggest and smallest companies in the FTSE, as well as international brands and other organisations, helping them to achieve their respective communication goals and connect them directly to their relevant audiences. The majority of their work is within the IR sector but they also specialise in internal communications, CSR, the corporate space and work directly with marketing departments.

World Television is Europe’s leading webcast provider, who deliver corporate video solutions to some of the world’s most visible organisations since its establishment in 1991. The company offers their own bespoke webcasting platform StreamStudio that is the most flexible, secure and robust platform in the marketplace. Through this platform, they deliver thousands of live events every year in multiple languages, reaching viewers in 190 countries. World Television have an international reach, consisting of video streaming experts, technology professionals, specialist designers and senior producers across 5 offices in Europe, they work all over the world to deliver high quality, advanced video communication solutions.

Video Production
World Television is a video communications agency that produces corporate films and creative content for some of the world’s largest and smallest organisations. They help their clients communicate their key messages in an engaging, motivating and inspiring way, shaping their corporate messaging in to a tone that’s right for their brand and their audience. World Television has a core team of in-house creative producers, documentary and news producers, editors and an experienced production management team that will support you and your project from inception to delivery. They also maintain a deep pool of reliable affiliates across the globe to ensure they can film and distribute award winning content at a local cost.


Services: Investor relations, Video, Webcasting

Rob Jackson

UK Sales & Marketing Director

+44 (0) 20 7243 7350

Congrats to all @MT_editorial 35 Women Under 35 2017 incl. our member Sarah Heald ow.ly/31vq30duI2n @PennonGroup #35under35 #IRchat

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