Portfolio Adviser

Portfolio Adviser is the leading brand for wealth managers, discretionary portfolio managers, private
bankers and advisers specialising in investments across the UK and Channel Islands.

Its audience relies on Portfolio Adviser for regular news and analysis on asset allocation, fund selection,
portfolio construction, the latest investment ideas and best practice, product launches, macroeconomic
views and industry strategic developments.

We provide detailed analysis of asset allocation, fund selection and portfolio construction through
our news analysis website, monthly magazine, tailored events and bespoke guides.

For strategic partners of ours wishing to gain access to this audience, please find the below regions and channels Portfolio Adviser has a presence at. Portfolio Adviser also continues to develop its print, digital and events propositions, in line with market demands.

Print

Portfolio Adviser produces a monthly publication for investment specialists, discretionaries and wealth managers representing high net-worth clients, based in the UK and the Channel Islands.

From the events we produce informative standalone guides. These allow sponsors and non-sponsors the opportunity to present their expertise and thought leadership on a specific theme or asset class to our full Portfolio Adviser readership.

*As per ABC certificate 1 July 2015 – 30 June 2016

ABC average circulation figures - 4,923

Digital

Portfolio-adviser.com provides updates focusing on the biggest stories of the day and why they matter.It provides comment and analysis from its highly experienced editorial team, with supporting commentary from its panel of investment specialists. It also distributes twice-daily bulletins accompanied with a weekly round-up to its registered readership.

Digital versions of the print magazine are also available online or downloadable directly from its app.

  

Access to our digital offerings via Portfolio Adviser are a powerful tool for our strategic partners who value prominent branding campaigns to generate awareness and response.

Key stats*:

  • 17,800 unique users a month
  • 50,500 page views a month
  • 13,995 registered email recipients

*All data is taken as a monthly average from January - August '16 from Google Analytics

Events

Portfolio Adviser hosts around 25 events aimed at the most senior decision makers, heads of fund selection and fund research. They offer our carefully selected delegates the perfect opportunity to debate and discuss issues with some of the world’s leading fund managers, economists and other portfolio construction experts in an educational and highly interactive environment.

For our strategic partners, these are unique platforms to access and communicate with the industry’s key influencers and decision makers.

  • PAUK
  • portfolioadviserevents
  • PAUK
  • PAUK

Research

At the start of 2016, Portfolio Adviser launched its research and data service – Future Flows. It engages with a network of fund selectors across the UK & Channel Islands through face-to-face and telephone interviews. From these it tracks on a quarterly basis the 12-month forward-looking buying and selling intentions of the major wholesale and institutional buyers of third party funds across the UK, and distributes the analysis and findings via this premium research service.

AWARDS

Portfolio Adviser also hosts two awards ceremonies for the sector, where fund managers and wealth managers have the opportunity to have their hard work recognised across the sector.

For more information on our Research proposition, please contact Daniel Gilmore on .

People

Sales

Daniel Gilmore

Daniel Gilmore

Global Head of Last Word Direct
E-Mail

Julia O'Brien

Julia O'Brien

Publisher - Portfolio Adviser
E-Mail

Natasha Scroggs

Natasha Scroggs

Senior Sales Executive
E-Mail

Editorial

Gary Corcoran

Gary Corcoran

Director
IA, PA & FSA
E-Mail

Richard Hubbard

Richard Hubbard

Group Editor
E-Mail

Content and Audience Development

Elliot Jacobs

Elliot Jacobs

Commercial Director
E-Mail 

 

Rohit Vaswani

Rohit Vaswani

Head of Insight
E-Mail

Madeleine Edwards

Madeleine Edwards

Audience Development Manager
E-Mail

Events

Lucie Freeman

Lucie Freeman

Head of Event Operations 
E-Mail

Jenny Woods

Jenny Woods

Senior Event Manager 
E-Mail