Australia and New Zealand
Woods and Partners
When Ashley Woods joined Woods and Partners in 2013 after working for an international wealth manager, he knew he wanted to continue using FE Analytics every day in his new role.
Brisbane Private Wealth
Brisbane Private Wealth are a full service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’, and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
Private Wealth Advisers
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients’ assets and have a staff of 5 including 3 advisers.
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.
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..
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..
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.
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..
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”.
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.