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Boselli Clinches Alpha Manager Award

John Boselli, leader of Wellington Management, was awarded FE fundinfo's 2023 'Alpha Manager of the Year Award' for exceptional accomplishments in investments. This recognition was due to his successful management of the Wellington Global Quality Growth Fund, delivering exceptional returns for its investors. He won a tough competition with Anthony Smouha from GAM and accepted the award to rapturous applause from a distinguished audience of investment professionals. His success was attributed to his investment acumen, risk management strategy and anticipation of industry trends. The award, now a landmark event, has celebrated many outstanding individuals since its formation a decade ago. John Boselli has set an impressive example which other investment professionals strive to match.

Blog Posts

Mastering Report Writing: Elevated Expert Tips

Renowned professionals Mel Holman, Caroline Stuart and Melissa Kidd are hosting a one-day communications workshop in Birmingham on 26th July. The goal is to help attendees increase their financial services competency and understand the tools and techniques for more successful client conversations. This session will include practical learning activities, group work and guidance on understanding and applying effective communication techniques relevant to financial services. Attendees will build portfolios which are sound and compliant with regulations, improve their communication skills, and be empowered to make beneficial long-term planning decisions. Sign up now to benefit your career and client conversations.

Blog Posts

EISA’s Insight: HMRC Reveals Unprecedented EIS & SEIS Investments

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) have been incredibly successful, with over 600 million GBP invested in 2020-21. These government-backed initiatives provide both businesses and investors with a financial safety net: businesses can access long-term resources for research, development and growth, while individual investors can count on attractive rewards, tax rebates and secure investments. HMRC works to guarantee that the placements are genuine investments and that the relief is granted accordingly. With these measures in place, the EIS & SEIS program is an attractive and highly successful option for businesses and individuals, helping to create a brighter and more innovative future.

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Boosting Business: Community-Driven Meditation Benefits

Moments of Space have developed an accessible tool designed to help those with anxiety get relief without leaving their homes. The 10-minute session contains breathing exercises and mindfulness techniques designed by experts in the mental health field. It is personalised to each user and has AI-based recognition that monitors their state during the session to help identify signs of distress. Additionally, the tool is being further developed with an optimisation system for a tailored experience. This groundbreaking tool provides an easy and effective way to combat anxiety for all users.

Blog Posts

Ex-Gridiron Boss Manages Hartley Parent’s Demise

Andrew Andronikou of Quantuma Advisory Ltd has been appointed to lead the closure of Hartley Pensions on April 3rd, 2023. He is joined by Michael Kiely and Chris Newell of Quantuma Advisory Ltd, with the task of helping pension funds be allocated to more than 6,000 members and dividing any available funds among creditors. The team has agreed to honor a detailed set of guidelines to ensure decisions are made for the benefit of the members and their families. Wilton UK (Group) Ltd is hopeful that the attach of Quantuma Advisory Ltd will add stability during the wind up process and despite the challenges, all parties remain optimistic.