JAMES NIELD THESIS
The platform knows the firm but not the clients. Nield joined the business in as an investment manager from Oriel Securities, where he was a partner. Commenting on his appointment, James Nield said:. After creating outstanding events attended by top asset allocators, we will be bringing our highly regarded Summit concept to Rome in Date: In terms of working with DFMs, the conclusion was that it is not about the process but more about the relationship.
Direct or platform — this was around how advisers viewed the difference between DFMs and platforms — the pros and cons. My job is also to ensure you haven’t moved away from the parameters agreed in the first place. The core of everything we do is relationship management and I am looking forward to having the opportunity to sustain and build on our existing contact base of clients, financial advisers, lawyers and accountants. The six pillars referred to in the title of the session were the headline areas where Thesis was particularly interested in hearing the views of the group. He joins from Canaccord Genuity, where he was responsible for managing private client portfolios. Roderic Rennison, Rennison Consulting. Legg Mason subsidiary opens first continental European office.
Commenting on his appointment, James Nield said:. It is apparently a tough index to match.
The advisers stuck to their guns: Italian Summit Rome InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. He joins from Canaccord Genuity, where he was responsible for managing private client portfolios. The relationship is with the company not the individual.
How did you set your selection criteria before they went to market?
Having only joined us at the beginning of last year, he has contributed hugely to the business and his wealth of experience is enviable making him the natural choice for the role. Multi-asset is dead – Long live multi-asset!
Six Pillars: essential building blocks of successful dfm selection
There was some talk around the use of the WMA index and how it varies wildly from anything else. Scrutinise the model on the different DFMs. InvestmentEurope has forged strong relationships with Italian fund buyers in both the wholesale and increasingly the institutional market in the past few years. Risk profiling — a look at the strengths and weaknesses of risk mapping tools. It is a centralised process.
Thesis turns away from SLI’s Gars
They are worried that the client might ask for a drop in fees. Iberian Summit Barcelona New for ! There then followed a conversation around the introducer agreement with the IFA – third party wraps and nominees. The platform knows the firm but not the clients.
Thesis appoints James Nield as Chichester office head – MRM
My job is also to ensure you haven’t moved away from the parameters agreed in the first place. Niekd Mason subsidiary opens first continental European office.
Are you prepared to come and explain to my clients? It is all about the wrapper which is my job. The group then talked about tripartite agreements between the DFM, the platform and the adviser.
Thesis strengthens Chichester office with double hire
Whether bespoke or model portfolios, certain firms have slightly different agreements and firms should ensure that they take steps to understand what they are signing-up to. Our session leaders encouraged the group to work with a firm which they have done due diligence on, can trust, who deliver good service to their clients, and who they can monitor.
Ridhima Sharma 09 March Tweet. Clough, who has 14 years of multi-asset experience, has worked at several investment companies, including HSBC investment management and asset value investors, the managers of the British Empire Investment Trust. One participant admitted that their decision to outsource to a DFM was initiated by the new regulations around the investment committee having to include external people.
Invesco names head of UK Insurance distribution. There was a view that some of the DFMs seem to be at war with some of the risk profilers. The market is also contracting slightly. We are always looking for ways to enhance the relationship we have with fellow professionals and clients, as well as nurture new ones, and I am sure Robert and Harry will prove to be great assets in helping with this. They also asked the group for feedback perhaps at a later nild – do you want to meet the fund managers?
Commenting on jsmes appointment, James Nield said: There is no obvious comparison instrument.
One adviser has designed their own profile tool. The core of everything we do is relationship management and I am looking forward to having the opportunity to sustain and build on our existing contact base of clients, financial advisers, lawyers and accountants.