Wealth Manager, WHIreland, has been awarded the 2017 Suggestus 3D Award from Asset Risk Consultants (ARC).
 
The 3D Award is an independent endorsement of an investment manager’s commitment to the principles of ‘transparency, engagement and integrity’. It enables private clients, charities and wealth management professionals to identify investment managers that have demonstrated a superior standard of transparency.
 
ARC is the leading independent investment consultant for private clients and charities and undertakes the most comprehensive program of research in the investment management industry.
 
The 3D award is given after more than 30 hours of research that include a due diligence questionnaire and analysis of client performance data as well as discussions with key decision-makers, and those who support them, to understand the firm’s investment processes and drivers, ensuring they are sustainable.
 
David Bushe, Head of Investments, International at WHIreland in the Isle of Man said: “We are very proud to have been recognised for our commitment to the core principles of professional, multi-asset discretionary asset management with this 3D Award. It is important to us to provide the highest standards possible to our clients and ARC is exceptionally well-respected for its thoroughness and meticulous approach in this area.”
 
Photo - David Bushe.