The Third Annual II Connect 2024 event (click here to register) will take place tomorrow (Thursday May 23, at the Cavendish Conference Centre (Hallam) in London’s Marylebone/West End and today we have a quick preview of our associate sponsor at the event – Block Asset Management, ESL Tech & QB Partners.
Block Asset Management
Block Asset Management are a welcome addition to the II Connect stage. Every year we have broadened the debate about crypto assets and we are delighted to welcome Kevin Ballard, pictured, (bottom left) with the BAM team above. Kevin, whose asset management company has launched the first ever cryptocurrency fund of funds product, will be taking part in the five questions in five minutes segment on Fintech at 2.20pm at the event. Not to be be missed for sure.
A key part of the II Connect is the marketplace where sponsors will have literature, giveaways and hosts ready to share vital information and network with delegates. One of the stalls that will be a must-see is that of our associate sponsors ESL Tech.
ESL Tech
Adam Kramer, Founder and CEO of ESL Tech, said: ““I have been building teams and technology solutions for over 30 years. A number of our customers return decade after decade because of the relationships and trust we have built. We specialise in Salesforce Managed Services which means we get your existing Salesforce implementation working well for the business and modify it to suit your changing needs.
“We work with your people to make sure it’s what you need and engage the staff to make sure they will use it. I will lead the client engagement and the internal delivery team meaning you don’t deal with different people for requirements, account management and project queries and your prices aren’t inflated to support a bloated infrastructure of staff. We don’t have templated solutions that we push you towards, and we provide only the documentation you require. Our client engagements are typically partnerships and we’d be happy to introduce you to some CXO’s who will recommend us. Here’s the official marketing pitch!
“We have been providing independent technology and operations and project management advice to businesses for several decades. As a boutique consultancy, we focus on quality of relationship and not quantity of clients. We care about the success of each of our projects and are often asked back to work on new projects for the existing clients.” Contact Adam today to start the conversation or visit the ESL Tech website.
QB Partners
QB Partners was founded in 2009 by Andrew Dobson and II Connect 2024 Case Study host David White.
The company provides provide independent technical support to professional advisers and product providers and its areas of expertise are in international pensions, such as QROPS and QNUPS, cross border trust and estate planning, through its Qualified Trust and Estate Planning Service and wealth insurance through its Qualified Wealth Insurance Service.
“”It is our intention to continue to broaden the range of services that we offer in the future,” said White. “Professional advisers have to be able to advise on all aspects of a client’s circumstances and cannot be experts in all areas. QB Partners offers independent, accessible and solutions driven technical support, compliance support and due diligence.”
David White will be hosting the live on-stage II Connect 2024 Case Study after lunch tomorrow.
II Connect 2024 (click here to register) has a very limited number of free delegate passes left. The event will continue its innovative and highly participatory format with the popular live on-stage case study returning and some pertinent speaker/sponsor sessions from Canaccord Genuity Wealth Management, Canada Life, Finance Isle of Man, Marlborough, QB Partners, UAP Group & Block Asset Management.
Also among themes at this years event a particular highlight is set to be an on stage debate where the very existence of cross border advice is questioned by a panel featuring some key names from within the biggest advisory companies. The keynote is prominent political and former Labour frontbencher Lord Hutton.
Click here to view a highlights reel from last year’s event.