Media
Please direct all press enquiries to Sam Emery Sam@quillpr.com.
In the News
- Buy-outs, bolt-ons and boutiques: The truth about asset management M&As
- Portfolio Adviser: The REIT place, the REIT time
- Professional Adviser: How Labour can support investment management vibrancy
- Citywire: Doing more with less’: How fund manager pay is and isn’t changing
- IFA: Independent Investment Management Initiative (IIMI) reaches 50 members
- Portfolio Adviser: Baggable boutiques
- Deep Dive: Consumer Duty is already improving standards but challenges remain
- Wealth Briefing: Who’s Moving Where In Wealth Management? – IIMI, GSB Capital
- Portfolio Adviser: Latitude IM’s James Foster joins IIMI board
- Portfolio Adviser: IIMI joins City Hive’s ACT Alliance
- The Armchair Trader: FTX blow up prompting Congressional calls for regulatory framework
- Portfolio Advisor: Crypto needs ‘stringent oversight and regulation’, says think tank
Press Releases
- Dani Hristova appointed as Chief Executive Officer
- The Independent Investment Management Initiative appoints new CEO
- Boutique asset management think tank IIMI appoints Sebastian Stewart as Chairman as it enters a new era
- Sebastian Stewart appointed as Chairman
- IIMI survey reveals 70% of members have already returned to the office
- IIMI survey reveals membership is largely in support of the SFDR, although concerns remain
- New City Initiative (NCI) rebrands to the Independent Investment Management Initiative (IIMI)
- IIMI calls for new UK funds regime to encourage regional job growth
- IIMI calls for new UK fund structure to bolster industry’s position in Asia-Pacific
- Nick Mottram appointed as Chairman
- IIMI Launches Singapore Branch
- Concern among members that M&A activity within the asset management industry is reducing competition and undermining investor choice
Notes to editors:
About the IIMI
The Independent Investment Management Initiative (IIMI) is a member-led industry think tank representing specialist, entrepreneurial investment boutiques that are entirely focused on and aligned with the interests of their investors.
Founded in 20101 , the IIMI counts amongst its 40 members some of the world’s leading specialist asset management firms, overseeing c. $500bn in client assets and representing c. 2,000 members of staff.
Over the past two decades, as the financial services industry has been dominated by global giants, an increasing appreciation of a traditional ‘client-centric’ approach has enabled entrepreneurial firms in the UK and beyond to emerge as a growing competitive force. The IIMI offers these firms an expert voice in the debate over best practice and the future of financial regulation, with the aim of building a better future for smaller and independent asset managers that prioritise specialism over scale in delivering the best results to clients.
Now, more so than ever, entrepreneurial boutiques play a key role in the growth of innovative and competitive investment solutions, to the benefit of consumers and society at large.
Core aims:
- To shape a regulatory environment that supports boutiques and promotes competition
- Engagement with the FCA, Treasury, Government, FRC and other industry bodies
- Input into consultations
- To promote the strengths of boutiques and facilitate commercial opportunities for members
- Research, thought leadership and publications on relevant issues
- Marketing events for clients and investors
- Collaborative initiatives with the City of London Corporation, the Department for International Trade and other government and industry-linked organisations
- To drive best practice across our membership
- Networking events to share institutional knowledge
- Educational seminars exploring key organizational issues, including:
- Ownership, remuneration and alignment
- Governance, leadership and succession planning
- Operational efficiency and resilience
- ESG & Sustainability
- Recruitment, diversity and inclusion