JAMES NIELD THESIS

June 3, 2019 posted by

Henshaw joins as an investment assistant to help with existing client and adviser relationships, as well as working on projects to improve growth and efficiency. Scrutinise the model on the different DFMs. There then followed a conversation around the introducer agreement with the IFA – third party wraps and nominees. Nield joined the business in as an investment manager from Oriel Securities, where he was a partner. A specialist in UK equities, he began his career at Cazenove Fund Management, where he spent five years as assistant manager of a global emerging markets fund. 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.

One adviser has designed their own profile tool. There was a view that some of the DFMs seem to be at war with some of the risk profilers. In we successfully launched our ESG roundtable for Swiss fund buyers only, but such was the level of interest from our community of fund buyers across Europe – that we have now widened the invitation to top asset allocators across the continent that are investors in ESG type funds. Direct or platform — this was around how advisers viewed the difference between DFMs and platforms — the pros and cons. In terms of working with DFMs, the conclusion was that it is not about the process but more about the relationship. The platform knows the firm but not the clients. There then followed a conversation around the introducer agreement with the IFA – third party wraps and nominees.

james nield thesis

Henshaw joins as an investment assistant to help with existing client and adviser relationships, as well as working on projects to improve growth and efficiency. 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.

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Iberian Summit Barcelona New for ! Suitability — this examined the role of responsibility for ensuring product and service suitability? One adviser has designed their own profile tool. There then followed a discussion around the various research houses.

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Thesis strengthens Chichester office with double hire

The relationship is with the company not the individual. Thesis Asset Management plc, the investment manager focused on professional partnerships, is delighted to announce that James Nield has been appointed office director of its Chichester office. They also asked the group for feedback perhaps at a later date – do you want to meet the fund managers? After creating outstanding events attended by top asset allocators, we thesi be bringing our highly niled Summit concept to Rome in Date: There is a legal difference depending on whether funds are held by the DFM or on a platform.

james nield thesis

The question was asked: It is all about the wrapper which is my job. Multi-asset is dead – Long live multi-asset!

Six Pillars: essential building blocks of successful dfm selection

A thessis of a cynic: 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. The underlying holdings are your responsibility.

Roderic Rennison, Rennison Consulting. 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. Commenting on his appointment, James Nield said: Money gets placed on the platform. How did you set your selection criteria before they went to market? There was some talk around the use of the WMA jamws and how it varies wildly from anything else.

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One alternative view put forward was that some IFAs view the handling of funds and switching etc.

There was a view nkeld some of the DFMs seem to be at war with some of the risk profilers. InvestmentEurope has forged strong relationships with both Spanish and Portuguese fund buyers over a long period of time. In terms of working with DFMs, the conclusion was that it is not about the process but more about the relationship. It is a centralised process.

Thesis strengthens Chichester office with double hire

A specialist in UK equities, jamea began his career at Cazenove Fund Management, where he spent five years as assistant manager of a global emerging markets fund. They are almost scared to do less work. Commenting on his appointment, James Nield said:. Apparently some firms subscribe.

James takes over the role today Monday 14 September from Michael Lally, who has been with Thesis since Legg Mason subsidiary opens first continental European office.