Investment

Investment Overview

grow your investment

We are living through times of unprecedented change in the investment sector. Regulatory change remains prevalent with UCITS IV and Alternative Investment Funds Directive creating significant opportunities and challenges in the funds space whilst the wider impacts of the RDR and Walker Review will create distribution opportunities and structural challenges to the investment industry as a whole.

 

 

 

Investment Blogs

It works for some but not for everyone

Paul Martin's picture

Economist social netowrking imageSocial networks have grown rapidly and their social impact is undoubted. The recent Economist special report seems to make a case for engaging in this medium as a business imperative. I remain to be convinced.

Buy versus Build – does it really matter?

Adrian Potter's picture

Buy v build imageThe 'Buy versus build' technology debate has exercised the minds of technologists and business executives from almost the point when the first in-house mainframe rolled off the back of the delivery lorry. But in recent times the points of difference have shifted and made the consideration potentially more subtle.'

Making Membership Real - Another Opportunity

Social media and membershipThe nirvana for all companies is a relationship with their clients which transcends product and is seen as a mutually beneficial interaction based upon trust. Mutuality by its very nature embraces the principles of such a relationship but has in many cases failed to achieve it. Do new communication mediums offer a fresh opportunity for Mutuals to achieve this holy grail of consumer interaction?

RDR - Are you taking actions or just reacting?

Paul Martin's picture

BalloonsExploiting RDR requires more than a tick-box process – the winners will grasp the Executive intellectual challenge. So where is your organisation?

 

RDR advice – Sell the value

Paul Martin's picture

Sell the valueConsumer research threatens disaster for fee based advice, but can the situation be remedied by collective effort?

 

 

Investment Presentations

 
 

Investment Quotes

Scottish Widows Investment Partnership

"WW have worked constructively with our organisation in reviewing, analysing and developing our strategy for various business areas. Their focus and understanding along with the clear and concise feedback has made our decision making much easier."

Simon Wombwell
Head of UK Distribution, Scottish Widows Investment Partnership

SWIP logo

Bank of Ireland

"We engaged Winchester White to carry out a due diligence exercise on a potential key supplier. Their team undertook a high quality professional piece of work, producing a report which not only provided the coverage we had requested but also identified some wider value-adding commercial observations, all to time and within budget."

John Tudor
Corporate Development, Bank of Ireland

Bank Of Ireland

WW RDR Forum Attendees

Extremely interesting and thought provoking – good mix of presenters and views’
‘Very well balanced presentations’
‘Many thanks for a useful morning’

 

Investment Clients

Aberdeen Asset Management
Capita
Aegon
engage Mutual
Bank of Ireland
Family Investments
Barclays
Fidelity
BNY Mellon
Gartmore

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