When Neil Holmes, paraplanner at Lovewell Blake, was looking for continuous professional development, he turned to the FE Academy to certify his colleague’s use of FE Analytics as their key research tool. With the firms whole team now FE Analytics certified, he is confident in their ability to justify their investment recommendations to clients.
Investment Quorum is a boutique wealth management company based in London providing detailed financial planning and comprehensive investment management solutions. Find out how FE Analytics+ Digital helped the firm to communicate their proposition to clients and prospects with complete transparency.
SPF Private Clients
SPF Private Clients is a specialist mortgage broker with sub-divisions in areas such as wealth planning and pensions. They provide independent advice that is whole-of-market and specialising in high worth
Mansion House Capital
When your client demographic is young (around 40), professional (typically bankers and lawyers) and financially literate it is particularly important to be able to demonstrate the ‘why’ and the ‘how’ of portfolio selection decisions you are making. When David Stone, Partner with Mansion House Capital, signed up for FE Invest some 18 months ago he gained the means to do just that, inspiring greater confidence from his clients and satisfying Compliance requirements to boot.
Rowan Dartington’s investment director Tim Cockerill has been using FE Analytics for more than ten years, describing it as absolutely integral to the day to day business of the firm.
Murdoch Asset Management
Austen Robilliard is Head of Investment Research for Murdoch Asset Management and also runs the discretionary models. He introduced FE Analytics to the company a few months after his arrival in July 2007 and it has proved an essential research and analytical tool ever since.
PWS Financial Consulting
An FE Analytics user in his previous company, Nick found it so useful in what he was doing there that when he moved to PWS, he suggested his new company utilise it too. Nick uses it extensively in his paraplanning and reporting activities.
Cygnet Wealth Management
Cygnet Wealth Management began using FE Analytics shortly after the company was set up in 2013. Since then it has become an integral part of the business proposition, enabling Cygnet to provide information to clients that is “clear, concise and appropriate”.
Susan Hill Financial Planning
Post RDR, Chartered Financial Planner Susan Hill took the daunting decision to move from her previous role with a leading wealth management company to set up her own financial advice business, moving from the ‘restricted’ to independent status. The software she chose to support her was FE Analytics, which she describes as “essential to my business and really important in providing accurate data.”
Elementary Financial Planning
Elementary Financial Planning is a chartered firm of financial planners that has used FE Analytics since the middle of 2017. Senior ParaPlanner, Simon Moore explains how FE’s solutions for Advisers play an important role in powering the business.
Asset Managers and Institutions
Henderson Global Investors
When Toby Cole, head of Henderson’s UK broker desk, subscribed to FE Analytics to support his sales team, it was an easy decision to take: most of the team’s IFA clients and prospects were already using FE Analytics; the feedback was that it was a great tool; and the assumption from IFAs was that ‘naturally’ Henderson would be using it too.
Adam Hussey, Funds Marketing Executive at Hansard, talks through the service, key benefits and how Precision+ Documents solves the monthly challenge of producing factsheets for over 160 internal funds.
Wellian Investment Solutions
When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE’s FinXL, an excel add-in that pulls data from FE’s database, to support his use of FE Analytics. FE Analytics is an investment research platform used by over third of the UK’s top advisers. Having used the products together for a number of years, Wellian are reliant on the software for their fund research.
When Chris Walklate, Product and Proposition Manager for Wesleyan, revamped the company’s online fund centre, he was looking for something high impact that would showcase Wesleyan’s funds and ‘bring the data to life’ for Wesleyan’s customers. He selected FE’s Precision+ Digital as the means to achieve this – and while the new fund centre has only been live for a matter of weeks, it has already been very well received.
EdenTree Investment Management
On 6th July, Ecclesiastical Investment Management rebranded as EdenTree Investment Management and marked the name change with the launch of a new corporate website. Dan Barber, Head of Sales and Marketing, managed the rebranding and the development of the new website which he sees as key to raising the profile of the new brand.
London-based asset management company
Looking to gain more effective control and management of the Group’s fund data to support its vision for the business over the next decade, this mid-sized asset management company selected FE Precision+ Dissemination to deliver the single, ‘golden’ source needed to ensure accuracy, consistency and timeliness in the data being published about its funds, across all channels - and in the information provided directly to customers and independent financial advisers.
When Adrian Tate joined the asset management arm of Canada Life in April 2011 as marketing communications manager, it was at the beginning of a project to restructure the company’s investment fund range, and the run-up to the launch of Canada Life Investments into the UK retail market in January 2013.
In a highly competitive industry, Fundamental’s clients look for a way they can stand out and achieve maximum engagement with their audience. Its clients include PIMCO, Legg Mason, M&G, State Street Global Advisers and BNY Mellon. The challenge was to deliver targeted content so Fundamental worked with FE to launch FE Connect, an innovative new service to serve research content to Financial Advisers at the point of fund selection.
Will Maydon, Director and Partner of fund distribution firm Campion Capital explains how FE Global Funds Registration (GFR), plays a key role in his business proposition by taking away the administrative and legal burden of fund passporting from his fund manager clients.
BMO Global Asset Management
Paul Byrne, BMO Global Asset Management’s s regulatory analyst, explains why, having worked together before, working with FE made sense in order to clarify the confusion and inconsistent regulations to achieve compliance.
Zurich International Life
Simon Atherton, Zurich International Life fund support team manager, explains how ZIL worked with FE to upgrade their existing bespoke digital and document solutions that FE already provided. This was in order to make investment information and fund factsheets for their successful corporate international pension plan products available across Europe.
St James's Place Wealth Management
Phillip Bunton, an investment consultant responsible for providing technical support to the company’s Partners, explains how Fe added value to their Partners and clients.
Smith & Williamson
Mickey Morrissey, head of distribution at Smith & Williamson, is responsible for growing intermediated sales in the Discretionary Fund Manager (DFM) and Managed Portfolio Service(MPS)business lines. He explains how FE Transmission adds value to the business.