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Supporting Financial Advisers

As a Financial Adviser, our Relationship Executives are always on hand to support you. 

We are committed to ensuring you have all the tools you need in order to effectively communicate the most up to date information to your Clients.

"We place the upmost value in the close relationships we have with Financial Advisers around the world.

 

Working closely with investment professionals to support the best possible outcomes for their clients is something in which the whole Relationship Management Team at Winthrop Woodrow takes great pride in and is passionate about." 

 

Jamil Maani 

Director 

Just Some of  the Ways We Support You

We demonstrate our support for Fianncial Advisers in many ways. Just some of the ways include:

  • Asset Manager engagement - having access to our Fund Managers is a key feature in how we work with Financial Advisers. 

  • Regular bulletins, fact-sheets and opinion pieces to help support your recommendations. Along with our quarterly newsletter and bi annual magazine. 

  • Feedback and round table opportunities, providing Financial Advisers with the opportunity to provide information on what challenges they are facing 

TRUST

ENGAGE

DEVELOP

GROW

Helping You Make
Informed Decisions

Our goal is to support Financial Advisers and Wealth Managers in offering compelling investment propositions, by providing access to a broad range of investment funds. With options to suit differing risk appetites and varying investor objectives, Winthrop Woodrow Asset Management offers forward thinking asset management, coupled with our reassuringly heritage approach to fund management. 

The Most Important Factor

At the heart of how we do things is service and support. It is delivered to the highest possible standards at all times, with a focus on the needs of the Financial Advisers & their clients that we ultimately serve. 

Our deep rooted expertise, matched with calm and considered advice allows us to build the trust that helps investors and industry professionals make informed investment decisions. Our business is the optimal blend of wisdom gained over many years experience, led by our Executive Team, combined with fresh, new, innovative thinking from enthusiastic asset management professionals. 

Get in touch to find out more

To find our more about how we can support you as a Financial Adviser or your company, please contact us here. 

A member of our team will get in touch with you to find out more about your goals and requirements and talk you through the benefits of partnering with us. 

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