High Net Worth
Current Issue » AWARDS » NBA awards 2009
Paul Etheridge receives his Lifetime Achievement award from HNW deputy editor Owen Walker and host Declan Curry

Paul Etheridge receives his Lifetime Achievement award from HNW deputy editor Owen Walker and host Declan Curry

New Breed Adviser awards 2009: The Winners

The New Breed Adviser awards were held at the Park Lane Hilton on Tuesday, October 27. Hosted by Working Lunch co-presenter Declan Curry, the night was a great success.

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Marlene Shalton

Marlene Shalton, director of Chambers Morgan James

NBA Awards 2009: Marlene Shalton, Chambers Morgan James

Next in our series of interviews with winners of our 2008 New Breed Adviser Awards is Marlene Shalton from Chambers Morgan James Financial Management, winner of the Best Retirement Planner category. Interview by Nick Reeve

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NBA Awards 2009: Chris Jordan, Heron House

In the first of a series of interviews with last year’s New Breed Adviser award winners, Chris Jordan, co-owner of Heron House Financial Management and winner of the Best Financial Planner category in 2008, speaks to Nick Reeve.

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NBA Awards 2009: Chris Jordan

High Net Worth’s New Breed Adviser awards will be up for grabs again in November. In the first of a series of interviews with last year’s award winners, Chris Jordan, co-owner of Heron House Financial Management and winner of the Best Financial Planner category at the 2008 awards, speaks to Nick Reeve. Click here for the full article.

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New breed adviser awards 2009

Building on the successful launch in 2008 High Net Worth is proud to announce the 2009 New Breed Adviser Awards aimed at recognising best practice, innovation and service across the advisory community in the wealth management industry.

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E-mail Updates

Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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