Alternative Investment Awards 2016

awards alternative investment wealth & finance2016 82 Group Company: SimplyBiz Group Name: Dan Russell, Managing Director, SimplyBiz Investment Services Email: [email protected] Web: Address: SimplyBiz Group, John Smiths’ Stadium, Stadium Way, Huddersfield, HD1 6PG Phone: 01484 439100 AI16098 SimplyBiz The SimplyBiz Group was established in 2002 and has grown to be the largest provider of compliance support and business consultancy services for financial services, legal and workplace benefits professionals in the UK. We invited Dan Russell, Managing Director, SimplyBiz Investment Services to talk us through the company and how it has grown since inception. Through the investment division of the SimplyBiz Group, Verbatim Asset Management, the firm offer a range of solutions including active and passive funds, model portfolios and discretionary portfolio manage- ment, all aligned with the advice process, designed to meet client expectations and integrated into front and back office technology. Dan explains how the company has worked hard since inception to ensure clients always receive the best possible investment options. “Whilst the Group has grown exponentially in strength and scale since inception, we have never lost sight of our core vision; to ensure that every decision we make benefits the individuals and businesses that use our services and, in turn, their clients. “We help advisers power a compliant and profitable investment service for their clients. We make award winning planning tools available to firms to ensure advisers can robustly assess risk and keep their clients’ goals as a golden thread throughout the advice process. The integra- tion of planning tools, back office technology and platforms increases business efficiency and allows increased focus on client relationships. We then curate a supply chain of leading investment solutions that work for the adviser, as part of their process, to deliver the mandate handed down by the adviser. As his final comment, Dan makes it clear that the company is dedicat- ed to supporting its clients and ensuring that they receive the invest- ment advice, products and support that they require. “Ultimately, our propositions and services are designed with only one question in mind; what would be most useful to our members and the clients they serve? As the largest independent firm of our type, we work only for advisers and their clients, whereas many of our competitors have third party investment which means they are unable to provide balanced and unbiased solutions. Members of the SimplyBiz Group know that any guidance or recommendations it makes are done so without any incentive other than fulfilling their best interests.” Best for Compliance & Business Advisory Services – UK & Most Innovative Fund Selection Software: SimplyBiz Investment Services