Q2 2019

Wealth & Finance International - Q2 2019 11 Today’s investment management landscape is one that – arguably – can be defined by a schism, as technological development slowly changes the way that investment managers work and engage with clients. For some of the longest running firms in the sector, continued success hinges on keeping apace with these developments while continuing to deliver best in class results. No small feat. However, as evidenced by their forty years in the industry, FACET have prevailed through providing impartial, unbiased investment advice that cultivates risk averse and diversified portfolios, as Christian explains further. “Our main business in the management of three open-ended OEICS, EF FACET Cautious, EF FACET Balanced and WAY Absolute Return funds. The Cautious and Balanced funds were ranked #1 over one year in August in the 20/60 sector of 149 funds and today are ranked around 5th.” “Ultimately, in maintaining a truly diversified and risk-averse approach in our funds, the performance has topped the sector during a period of global market volatility. We have won several awards over the course of the last 18 months. Client retention has been excellent, and we continue to attract new money.” In an industry which has become ever-more defined by large-scale firms, independent investment managers have differentiated themselves through a commitment to outstanding client service. FACET is no different. “Our main pitch to IFAs emphasises our personal contact with IFAs and staff throughout the firm are aware of the importance of providing a personal service in an industry dominated by large firms who find it difficult to give clients the personal service they want in uncertain times.” Tried and Tested Expertise in Risk- Averse Investment Management Like most operating within the investment sphere, technology looms large – offering both significant opportunities for growth and challenges to overcome. “It is important that our custody arrangements are the best in the market. To this end we are making changes that will give clients the assurances they need and, with that, a significant improvement in reporting to make our offering second to none.” Finally, Christian offers some insight into the firm’s future which can, by all regards, be defined by growth and expansion. “We are growing our business and upgrading our technology and Founded in 1979, FACET Investment Management is an established independent wealth management firm based in West Sussex, with offices in Buckinghamshire and the City of London. We spoke with FACET’s Christian Holland on the back of their success in Wealth & Finance’s Global Business Excellence programme. Mar19361 custody in 2019. As our name becomes more familiar in the IFA industry we are optimistic and confident that the combination of our performance and personal contact is exactly what our clients are looking for. We have made acquisitions in recent years and will be likely making more in 2019 to compliment and grow our existing business.” Company: FACET investment Management Contact: Christian Holland Address: 2 Charlwood Court, County Oak Way, Crawley, West Sussex, RH11 7XA Website: www.facetonline.co.uk