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Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Independent Financial Services Ltd Leonid Nji
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Fiducia Wealth Management Gordon Kearney
Gemmell Financial Services Limited Matthew Masters
Holden & Partners Amelia Sexton
Minerva Fund Managers Limited Paul Warner
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
The Share Centre Andy Parsons
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Dennehy Weller & Co Ltd Photo of Brian Dennehy
The ideal fund is one that consistently provides above average gains by taking below average risks. It is not always a straightforward job, as pure statistical analysis can overlook hidden dangers, and these are the seeds of a fund’s future volatility. Our analysis is a two part process.

Firstly we apply our statistical analysis (the objective test) to build a short list within a sector. Secondly we apply our subjective test, taking into account other matters based on years of experience, to narrow this down to the very best of the TopFunds.

There are a number of approaches to the asset and geographical split. Over many years we have seen a variety of reviews that, with the benefit of hindsight of the recent past, tell us you should have "more invested overseas", then "most invested in the UK", or "greater sums invested in the US". And computer models are increasingly used to create the chimera of a rational portfolio structure, but tell you nothing of the "accidents of history" and lack the input that only experienced practitioners can provide. For some consistency we apply a rule of thumb that the low risk element of your portfolio should be equal to your age. So if you’re aged 25 the low risk holdings would be 25%, and if you’re aged 75 they might be 75% of your total investments. It's as good a starting point as any.

   
Company Name Dennehy Weller & Co Ltd
Company Website www.dwcifa.com
Year Established 1981
Client Base 3,000
Funds Under Management (£) not stated
Number of Employees 10
Number of Offices 1
Annual Company Turnover (£) 800,000
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages Yes
Healthcare Yes
Offshore/Expats No
SIPPs No
ISAs No
Name Job title
Brian Dennehy Managing Director
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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