Powerscourt
Services: Board advisory, CSR/Sustainability, Debt IR, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Opinion research, Public relations, Share register analysis, Shareholder targeting, UK Regulatory Disclosure
Marina Calero
+44 20 7549 0226
marina.calero@powerscourt-group.com
Eavan Gannon
+353 87 236 5973
eavan.gannon@powerscourt-group.com
Alison Watson
+44 20 7549 0994
alison.watson@powerscourt-group.com
1 Tudor Street
London EC4Y 0AH
Hardman & Co
Hardman & Co connect companies with targeted investors. Our experience tells us that investors who meet the management of a company are more likely to invest and ongoing investor engagement keeps investors supportive.
Hardman & Co arrange investor meetings, ranging from small-cap institutions through to wealth managers and retail investors. We provide investors with a sound understanding of the company and likewise, prepare the company with a profile of the investors. Roadshows are planned in meticulous detail to maximise efficiency.
Finally, we complement our investor engagement with investor forums in London and other key regional financial centres, to enable companies to present their investment case to a select audience.
Services: Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Opinion research
Magee
We are not like our competitors…
and we like it that way
We are a single team of eight professionals, whose vast experience, without parallel in the industry, is dedicated to you 24 hours a day for the duration of your project.
For almost 30 years we have designed and produced over 450 Annual Reports for over 55 clients.
We deliver successful integrated corporate reporting. We blend strategic, creative and digital capabilities to help businesses deliver effective corporate reporting solutions in today’s dynamic environment.
Services: Annual reports, CSR/Sustainability, Investor presentations
Daragh Lehane-Magee
Managing Director
Tel: +44 (0)20 7924 3244
7 Cinnamon Row,
Plantation Wharf
Battersea,
London
SW11 3TW
Tavistock
Investor relations is at the forefront of Tavistock’s offering. We understand the increasing complexity of the role of IR, and the alignment of strategic communication, to prepare for and navigate the challenges that arise through the course of the financial year, business transformations and special situations.
Our team’s experience spans senior in-house roles at high profile FTSE 100, 250 and AIM listed companies, in addition to wealth and fund management. We have the expertise to project manage capital market events, and facilitate access to both institutional and private investors, for companies looking to raise capital in the UK and Europe.
Services: Investor communications, Investor relations, Investor roadshows, Opinion research, Public relations, Shareholder research, Shareholder targeting
Senasen
Senasen makes it easy to manage your content, target the people you want to reach and tell your investor story – all within a moderated, professional environment.
The platform can host your most compelling IR content, helping you engage a new audience of investors of all types and ensuring that your work receives the attention it deserves.
Crucially, Senasen was built with compliance in mind. Whether you are searching for solutions to the changes brought about by MiFID II or are intent on meeting investor demand for increased (and more varied) reporting, the platform can help you meet your goals.
Companies use Senasen to:
- Profile their strategy, products & services with current shareholders and potential investors via video, documents and commentary
- Meet the increasing demand for direct ongoing investor engagement
- Tell their value-creation stories by posting their most compelling content
- Use multi-user access so that internal departments and external advisors can all work seamlessly together
Senasen isn’t limited by geography, sector, company type or size. Our vision is to create the first global platform for companies, asset managers and investors.
The way we see it, facebook is for your friends, Twitter is for your opinions, LinkedIn is for your career – and Senasen is for your investors.
Services: Digital platforms
Davy
Founded in 1926, Davy is a leading independent Corporate Adviser & Institutional stockbroker which employs over 700 people in 5 offices across the UK and Ireland.
As one of the oldest stockbrokers and advisers in the UK and Ireland, we have built our reputation on having trusted, long-term relationships with our clients where we provide a full range of services including advice and transaction execution in relation to M&A, IPOs, secondary equity issuance and debt capital markets. Our Corporate Broking clients include 36 companies listed in the UK and Ireland, with 6 FTSE 100 / Stoxx 50 and the remainder spread across a range of market caps from AIM listed companies to FTSE 250.
Our insightful Research is driven by award winning analysts (average tenure at Davy of 8+ years) who provide thoughtful ideas across a range of industries with over 140 stocks under-coverage. In addition, our Institutional Equities platform is aligned with both Research and our Advisory platform to ensure all pockets of investor demand across the UK, Europe and the US are found at IPO and through the life cycle of our clients.
Recent highlights include the following:
- ECM: Raised over €5bn in equity since January 2017 in the UK and Ireland including IPOs, M&A equity financing, as well as secondary equity issuance
- M&A and advisory: Since 2017, acted as Financial Adviser and Broker on over €7bn of deals relating to defence, M&A and disposals
- Conferences: Annually host over 10+ major conferences in the UK, Europe and North America
- DCM: Acted as primary dealer on over €21bn in sovereign debt over the past three years and almost €2bn in corporate debt
Services: Corporate broking
Clear Giraffe IR
Clear and effective communication with the financial markets is key in ensuring a full understanding of your company, optimising investor and analyst perception and ultimately driving valuation. Done well, this can be a differentiator and can add real value.
Leveraging both direct investor relations and sell side analyst experience Clear Giraffe IR can help optimise your interaction with the markets by providing independent specialist investor relations and financial market communications advice. Our service tailored to your company needs will allow you to ensure a strong understanding and positive perception in the market.
Services: Annual reports, Board advisory, Debt IR, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Share register analysis, Shareholder research, Shareholder targeting
Sonya Ghobrial
07392 784 784
sonya@cleargiraffe.com
Carter Murray
Investor Relations & Communications practice at Carter Murray is a specialist global executive search firm working across all industries focusing on sourcing the highest quality talent within the fields of IR & Communications, for private and publicly listed companies, and broking firms globally. A team of IR professionals with over 20 years of experience in aggregate in both corporate in-house IR & IR Advisory, with an extensive network and an in-depth knowledge of Investor Relations & Capital Markets.
Services: Executive search
Debbie Nathan
Associate Director, Investor Relations & Communications
+44 (0)20 7332 9593
debbienathan@cartermurray.com
Tish Crawford Jones
Senior Consultant, Investor Relations & Communications
+44 (0)20 7332 2199
tishcrawfordjones@cartermurray.com
Phoenix Investor Relations
Phoenix Investor Relations is an independent IR firm specializing in helping corporations target, communicate with and understand the investment community. Phoenix-IR also owns and operates the Corporate Access Network, an independent and completely open Corporate Access platform.
- Targeting
- Roadshows
- Conferences
- Feedback Research
- Perception Studies
- Shareholder ID
- Messaging
- CorporateAccessNetwork
Contact: enquiries@phoenix-ir.com
tel: + 322 626 1050
www.Phoenix-IR.com
www.CorporateAccessNetwork.com
Services: CRM databases, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Opinion research, Shareholder research, Shareholder targeting
HEAR-ir
HEAR-ir offers IR and financial communication consultancy to listed and non-listed SMEs willing to better leverage their messaging to the financial community through a sustainable and effective IR program and/or when facing particular business transactions.
- For our clients we create strong relationships with domestic and international investors, live by the law of transparency while investigating ways to improve it.
- We recognize the positive impact of best-in-class IR programs and we work together with our clients for a proper and effective communication to the financial market.
- To craft and develop the effective IR strategy and program, we focus on
- STRATEGIC POSITIONING: Articulating messages that resonate with your investors
- INVESTOR TARGETING AND PROFILING: Identifying the right and key investors to enhance your shareholder base
- PERCEPTION AUDITS: Conducting surveys that yield actionable insight from investors-also through Investor and Analysts Days and Investor Perception Studies
- REGULATION AND IR TRAINING: Ensuring that management avoids regulatory pitfalls
- COMPETITIVE INTELLIGENCE: Tracking your peers’ stories.
- SOCIAL MEDIA: Leveraging digital platforms to broaden your investor audience
Our firm belief is that each company or organisation faces the need for distinct communication.
Services: Investor relations, IR for small caps, Opinion research, Shareholder targeting
Simona D’Agostino Reuter
Managing Director
UK: +44 7769974503 Italy: +39 0686927821
simona.dagostino@hear-ir.com
Via Benaco 15
00199 Rome – Italy
Morrow Sodali
For over 45 years, Morrow Sodali has been a trusted partner in providing comprehensive governance and shareholder services to more than 700 clients around the world. Headquartered in London and New York, we offer consultancy advice on
M&A and capital markets intelligence
Proxy services for AGMs, EGMs and contested meetings
Activism defence
Corporate governance
Board evaluation.
For further information, please contact us at UKenquiries@morrowsodali.com.
Services: Board advisory, Proxy and corporate support
Capital Access Group
Capital Access Group (CAG) is the leading independent provider of corporate access for UK companies. It has been advising companies on their effective engagement with investors for almost twenty years. Working with clients from the FTSE 100 to AiM, CAG has developed a range of services, encompassing investor targeting, corporate access, perception studies and investment research.
Services: Investor relations, Investor roadshows, IR for small caps, Shareholder targeting
ISS Corporate Solutions
Institutional Shareholder Services (ISS) is a leading provider of corporate governance solutions to the global financial community.
ISS Corporate Solutions (ICS) understands corporate governance. Since 1997, corporate issuers have leveraged our expertise in executive compensation, governance ratings, capital structure, voting trends and corporate governance research to build shareholder value through strong governance programs.
ICS' works with more than 1,300 clients located in N America, EMEA and Asia. These industry leaders leverage ISS Corporate Solutions' resources, tools and advisory services to help them design, manage and measure their corporate governance programs in order to improve shareholder value and reduce risk.
Services: Annual reports, Board advisory, CSR/Sustainability, Investor relations, IR for small caps, Proxy and corporate support
Stephen James
Executive Director, EMEA
+44 (0) 203 192 5736
stephen.james@isscorporatesolutions.com
1 London Bridge, London, SE1 9BG
Anna Hartropp
Anna Hartropp connects companies with experienced professionals.
With a particular emphasis on corporates who are looking to hire Investor Relations professionals, Anna delivers a bespoke search service. Having previously worked in-house as an IRO, as well as an interim IR Consultant and Advisor, Anna is well placed to help advise on the search process to recruit Investor Relations professionals of all levels.
Services: Executive search
Invicomm
About us
Our aim is to help you win more business, secure investment and engage with clients and investors.
We are a collective of passionate, creative people promoting communications in business. We deliver strategic design solutions for corporate and investor communications in print and digital formats.
Full-Service offering
We support you throughout the lifecycle of your business: whether you’re just starting out or moving from AIM to MAIN listing – we’re here to help you shape perceptions of your business.
We consult, create, design, deliver and manage so you don’t have to.
Strategic Design Solutions: Consultancy, Creative Strategy, Content Generation, Design and Development, Project Management.
Products: Brand, Websites, Reports, Tenders and Presentations
Services: Annual reports, Investor communications, Investor presentations, IR for small caps, Website development
Sophie-Marie Steenkamp
Managing Director
+44 (0)20 7205 2586
steenkamp@invicomm.com
House of Creative
229 Shoreditch High Street
London E1 6PJ
Georgeson
Services: Board advisory, Investor communications, Investor relations, Investor roadshows, Opinion research, Proxy and corporate support, Share register analysis, Shareholder research, Shareholder targeting
Cas Sydorowitz
CEO, Corporate Advisory
+44 (0)207 019 7002
cas.sydorowitz@georgeson.com
Domenic Brancati
COO, Corporate Advisory
+44 (0)207 019 7003
domenic.brancati@georgeson.com
Nicholas Laugier
Senior Account Manager, Corporate Advisory
+44 (0)207 019 7155
nicholas.laugier@georgeson.com
Instinctif Partners
Services: Annual reports, CSR/Sustainability, Debt IR, Investor communications, Investor presentations, Investor relations, Investor roadshows, Opinion research, Proxy and corporate support, Public relations, Share register analysis, Shareholder research, Shareholder targeting, UK Regulatory Disclosure, Video, Website development
Brighter*IR
Brighter*IR’s mission is simple: to provide publicly-quoted companies with the very best digital investor relations and corporate communications tools and services.
Our expert team has decades of experience working with leading firms in the financial services and digital media sectors, including Investis, Hemscott, NASDAQ, Morningstar, and Obsidian IR.
That experience enables us to offer genuine insight into, and understanding of, our clients’ needs, as well as detailed knowledge of regulatory authority and market compliance requirements.
We deliver innovative online solutions - including share price and trade data feeds, regulatory news and corporate information widgets, investor microsites and full corporate websites - that ensure your audiences receive the exact information they need to make the right decisions.
We have a real passion for what we do, combining cutting-edge digital technologies with the very latest design ideas to strengthen your branding and support your business strategy.
We’re also down to earth, and determined to cut through the ‘corporate speak’. We endeavour to simplify processes wherever possible. We don’t make spurious charges for simple jobs. And we believe in the power of ongoing account management, treating each of our clients equally.
Services: Internet services, Investor communications, IR for small caps, Mobile technology , Website development
Yellowstone Advisory
Yellowstone Advisory 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.
The business was formed by Alex Schlich who has over 20 year experience in fund management, investment banking and strategy consulting. He has a deep understanding of the capital markets and uses his 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: Yellowstone Advisory Services
Please get in touch with us.
Alex Schlich
Managing Director
alex@yellowstoneadvisory.com
07710 164 120
Services: Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Shareholder research, Shareholder targeting, Website development
Alex Schlich
Managing Director
07710 164 120
alex@yellowstoneadvisory.com
35 King Street
London EC2V 8EH
Taurus London
Services: Board advisory, Executive search, Investor communications, Investor relations
Friend Studio
Services: Annual reports, CSR/Sustainability, Investor communications, Investor presentations, Publications, Video, Website development
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
Andre JUILLARD
Global Head of SmartConnect Services
+33 1 53 65 35 24
ajuillard@keplercheuvreux.com
Kepler Cheuvreux
112 Avenue Kleber
75116 Paris
France
Marie LIOULT
Head of SmartConnect (UK)
+44 207 621 5176
mlioult@keplercheuvreux.com
Kepler Cheuvreux
5th Floor
95 Gresham Street
EC2V 7NA London
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 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 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
· CRM
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
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
FourthQuarter
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:
INSIGHT
We understand our clients’ challenges and devise fit for purpose, on-brand and compliant communications that make an impact with audiences.
CREATIVITY
We offer sharp and engaging creativity that ensures every detail is right and every message is clear.
EXPERIENCE
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.
DELIVERY
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.com
Simon Peyto
simon.p@fourthquarter.com
Miles Hutchins
miles.h@fourthquarter.com
+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 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
info@investorinsight.co.uk
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
eliteconnect@lseg.com
Taylor Bennett
Services: Executive search
Claudia Mair
Consultant
+44 (0)20 7580 4300
cm@taylorbennett.com
35 Queen Anne Street, London W1G 9HZ
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
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
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
jessica.norton@panmure.com
Karen Carey
+44 (0)20 7886 2907
karen.carey@panmure.com
Citigate Dewe Rogerson
Citigate Dewe Rogerson is one of the most respected names in financial communications. We are experts in our fields, combining the expertise of bankers, fund managers, in-house investor relations, former journalists and creative communications professionals as well as sector and transaction specialists. We serve over 500 clients from new start-ups to some of the world’s largest listed companies, governments and other organisations from our offices in London and in the US, Europe, the Gulf and Asia. Our dedicated investor relations team has a track record of 30 years in advising boards, senior executives and IROs worldwide to build their profiles amongst the investment community and nurture relationships with key decision makers.
Services: Annual reports, Board advisory, Debt IR, Investor communications, Investor presentations, Investor relations, IR for small caps, Opinion research, Public relations, Shareholder research
Lyonsbennett
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
neil@lyonsbennett.com
17 Marlborough Place
Brighton BN1 1UB
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
Principal
+1-203-258-2880
jpassmore@valorirc.com
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.
Contacts:
Taylor Rafferty
Brian Rafferty
+1 212 889 4350
brian.rafferty@taylor-rafferty.com
Services: Board advisory, Debt IR, Investor presentations, Investor relations, Investor roadshows, Opinion research, Shareholder targeting
Brian Rafferty
+1 212 889 4350
brian.rafferty@taylor-rafferty.com
EM
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 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
fkanth@fairvuepartners.com
www.fairvuepartners.com
Services: Board advisory, Debt IR, Investor relations, IR for small caps, Shareholder research, Shareholder targeting
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.
www.vmaexecutive.com
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,
London,
WC1B 3HH
Services: Executive search
Luminous
In a changing world, reputation is everything. So the need to craft a story that engages positively with your investor and stakeholder community is vital.
Luminous is a creative communications agency specialising in strategic storytelling and brand building in the corporate world. Our expertise lies in creating distinctive communications that connect meaningfully with key influencers so they understand where both the value and the future lie.
Our reporting solutions focus on presenting a clear investment case, informing the reader through contextual content, engaging them through distinctive design ideas and persuading them through compelling messaging.
By combining strategic storytelling, best practice content and outstanding creativity, we have become one of the leading award-winning reporting agencies in the UK.
We provide consultancy, content and creative across the following services:
- Annual Reports
- Integrated Reports
- Sustainability Reports
- Corporate websites
- Investor presentations
- Roadshow and investor day communications
- Corporate websites
- Brand
- Employee engagement
- Video & motion graphics
Over the past 15 years we have been a strategic partner to clients in the UK and Europe, including National Express Group, Informa, Octopharma and Unite Group plc
View examples of our work at www.luminous.co.uk
For more information contact:
Stephen Butler
Investor Engagement Director
stephen.butler@luminous.co.uk
020 7101 1677
Services: Annual reports, CSR/Sustainability, Internet services, Investor communications, Investor presentations, Investor relations, Investor roadshows, Publications, Video, Website development
Stephen Butler
Corporate Reporting Director
020 7101 1677
stephen.butler@luminous.co.uk
River House, First Floor
143–145 Farringdon Road
London EC1R 3AB
Nasdaq Corporate Solutions
Nasdaq Corporate Solutions, a business of Nasdaq, Inc., provides an integrated suite of market intelligence, communications, workflow and collaboration solutions for corporate executives and boards to nearly 18,000 corporate clients. Nasdaq Corporate Solutions helps IR professionals maximize the effectiveness and value of their IR programs through the premium content and functionality of Nasdaq IR Insight with the dynamic and rich data visualization-enabled dashboards of Nasdaq IR Analytics™ and the expert insights and stock surveillance data generated by a global team of Advisory Services analysts.
For more information on Nasdaq Corporate Solutions, please visit:
http://business.nasdaq.com/intel/cs.html
Services: CRM databases, Internet services, Investor relations, Investor roadshows, IR for small caps, Opinion research, Public relations, Shareholder research, Shareholder targeting, Webcasting, Website development
Liberum
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
anna.hartropp@liberum.com
Liberum,
Ropemaker Place, Level 12,
25 Ropemaker Street,
London EC2Y 9LY
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
clavery@rivel.com
4th Floor, Rex House
4 - 12 Regent Street
London SW1Y 4PE
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
www.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
ir@broomeyasar.com
Tallis House, 2 Tallis Street, London, EC4Y 0HB
EMR
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
Anastasia Pittas
Tel: +44 207 850 6200
322 High Holborn, London, WC1V 7PB
MSLGROUP
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
victoria.sugg@mslgroup.com
MSLGROUP
+44 (0)20 3219 8700
55 Whitfield Street
London, W1T 4AH
Issuer Direct
Issuer Direct is an industry-leading communications and compliance company focusing on the needs of corporate issuers. Issuer Direct's principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications. Headquartered in RTP, NC, Issuer Direct serves more than 2,000 public and private companies in more than 18 countries. For more information, please visit www.issuerdirect.co.uk
Services: Annual reports, CRM databases, Investor communications, Investor relations, IR for small caps, News providers, Opinion research, Proxy and corporate support, Public relations, Shareholder targeting, UK Regulatory Disclosure, Video, Webcasting, Website development
EmCo
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
ir@em-co.ru
Office 23, Bolshaya Sadovaya 10, Moscow, 123001, Russia
ingage
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
christian@ingage.com
Lindsay Vetch
+44 (0)20 3488 3102
lindsay@ingage.com
Services: CRM databases, Investor roadshows, Mobile technology
Corporates & Investors
+44 (0) 20 7118 2288
info@ingage.com
Media and Press Enquiries
Christian Mahne
+44 (0)20 3488 3101
christian@ingage.com
Lindsay Vetch
+44 (0)20 3488 3102
lindsay@ingage.com
QuantiFire
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
Charles.Hamlyn@QuantiFire.co.uk
Tel: +44 (0) 20 7060 5470
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
Rochelle O'Hagan
Head of Marketing
+44 (0) 207 536 2055
Rochelle.ohagan@design-portfolio.co.uk
Joe Brooks
Business Development Manager
+44 (0) 207 536 2015
Joe.brooks@design-portfolio.co.uk
Mediasterling
Services: Annual reports, Internet services, Investor presentations, Investor relations, Website development
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
jessica.llewelyn@ft.com
Financial Times | One Southwark Bridge | London SE1 9HL
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
Partner
0207 321 0000
andy@aura-financial.com
Aura Financial,
33 St James's Square,
London.
SW1Y 4JS
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
Services: Annual reports, CSR/Sustainability, Investor presentations, Video, Website development
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
Services: ADR depositary services
Peter Gotke
Managing Director, UK & Ireland, Depositary Receipts
+44 (0) 20 7163 7940
peter.gotke@bnymellon.com
One Canada Square
London E14 5AL
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
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
Director
Joanna Copestake
Associate
Philip Small
Associate
Tel: +44 (0)141 419 9900
info@clarewilliamsassociates.com
www.clarewilliamsassociates.com
Services: Investor relations, Shareholder research, Website development
Tel: +44 (0)141 419 9900
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
zafar.aziz@db.com
www.adr.db.com
Services: ADR depositary services
Emperor
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
steve.kemp@emperor.works
Or
Rachel Crossley
Senior Reporting Consultant
rachel.crossley@emperor.works
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
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
robert.hemming@equiniti.com
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
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
info@fideliopartners.com
Fidelio Partners LLP
42 Brook Street
London
W1K 5DB
Investis Digital
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: Corporate and IR websites, Webcasting, IPO websites, IR tools and feeds, Digital Strategy, Creative Content, Hosting and Security
Services: Annual reports, Internet services, Investor relations, IR for small caps, Webcasting, Website development
Neil Roberts
Sales Director - New Business, UK and Europe
+44 (0)207 038 9008
neil.roberts@investis.com
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
simon.collins@investorperceptions.com
www.investorperceptions.com
Services: Shareholder research
Simon Collins
Managing Director
+44 (0) 20 7280 1775
simon.collins@investorperceptions.com
Investor Perceptions Limited
New Court
St Swithin's Lane
London
EC4N 8AL
Jones and Palmer
Making your business understandable by crafting memorable corporate stories, means that your stakeholders can make informed long-term decisions. Whether this is using your annual report, corporate website, video, photography or your corporate brand, we can work with you to produce a joined up, informed approach to your corporate communications.
By leading with consultancy, we are able to get to the heart of your story and uncover your key messages. Collaborating with your wider team, we help to elevate these messages through design and brand. Your end solution will be detailed and well executed, published online, in print or both.
We partner with over 100 plc’s on corporate branding and communications and would be proud to partner with you to plan and continually develop your corporate story.
To find out more about how we can help you, visit our website. Or get in touch with Colin Shephard on 0121 236 9007/colin.shephard@jonesandpalmer.co.uk.
You can also find our latest reporting guides at www.jonesandpalmer.co.uk/thinking/guides.
Our services include:
- Annual Reports
- Corporate Branding
- Corporate Websites
- Photography
- Video
- Motion Graphics
- Sustainability/CSR
- Investor Relations
- Corporate Communications
Services: Annual reports, CSR/Sustainability, Investor relations, IR for small caps, Shareholder research, Video, Website development
MerchantCantos
We are an international, creative communications agency that offers award-winning consultancy across Brand, Investor Communications, Employee Engagement and Sustainability.
Built for the fast-moving world of our clients, we are a unique mix of thinkers, designers, developers and filmmakers who take a fresh, creative approach to business issues and are passionate about doing great work. We have over 30 years of experience and have worked with some of the world’s biggest brands, across a range of sectors and geographies: ABInbev, Alibaba, Anglo American, Aviva, BP, Facebook, HSBC, King, Lloyds Banking Group, Merck, McKinsey, Mondi, NBAD, Nokia, PepsiCo, PwC, Shell, Shire - and more.
We are also part of the Brunswick Group, which gives us a distinct insight on financial reporting and an understanding of the real business priorities of the C-suite and investment community.
Our services cover reporting, digital, brand and engagement:
- Annual reporting
- Sustainability reporting
- Corporate websites and films
- Branding and identity
- Employee engagement
Services: Annual reports, CSR/Sustainability, Investor communications, Video, Webcasting, Website development
MHP
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
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
info@orientcap.com
www.orientcap.com
Services: CRM databases, Investor relations, Opinion research, Proxy and corporate support, Share register analysis, Shareholder research, Shareholder targeting, Webcasting
ProxyCensus Ltd
Services: Proxy and corporate support
Miguel Carrasco
Managing Director
020 7193 0461
m.carrasco@proxycensus.com
Suite B
29 Harley Street
London W1G 9QR
RD:IR
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
• 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
• 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
www.rdir.com
Services: Board advisory, CRM databases, Debt IR, Investor communications, Investor presentations, Investor relations, Investor roadshows, IR for small caps, Proxy and corporate support, Share register analysis, Shareholder research, Shareholder targeting
Richard Davies
Managing Director
+44 20 7492 0500
Richard.Davies@rdir.com
Bridewell Gate
9 Bridewell Place
London EC4V 6AW
Finsbury
Finsbury is a global leader in strategic communications. We are trusted advisers to boards, senior executives and legal counsel of many of the world’s most successful companies, institutions and organizations.
Services: Public relations
Andy Parnis
Managing Director
0207 251 3801
Andy.Parnis@Finsbury.com
Theo Hildebrand
Managing Director
0207 251 3801
Theo.Hildebrand@Finsbury.com
The Adelphi
1-11 John Adam Street
London WC2N 6HT
Sampson May
Services: Annual reports
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
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.
Webcasting
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.
www.world-television.com/portfolio
Services: Investor relations, Video, Webcasting
- A–Z
- ADR depositary services
- Annual reports
- Board advisory
- Corporate broking
- CRM databases
- CSR/Sustainability
- Debt IR
- Digital platforms
- Executive search
- Fund management
- Internet services
- Investor communications
- Investor presentations
- Investor relations
- Investor roadshows
- IR for small caps
- Mobile technology
- News providers
- Opinion research
- Proxy and corporate support
- Public relations
- Publications
- Registrars
- Share register analysis
- Shareholder research
- Shareholder targeting
- UK Regulatory Disclosure
- Video
- Webcasting
- Website development