The WAY Group Newsletter

Newsletters

Past & Present

1 Issue No. 8: "Looking forward"... Winter 2011/12

2 Issue No. 7: "Autumn watch"... Autumn 2011

3 Issue No. 6: "End of term report"... Summer 2011

4 Issue No. 5: "He said, she said"... Spring 2011

5 Issue No. 4: "Anniverary issue"... Spring 2011

6 Issue No. 3: "20/20 vision"... Autumn 2010

7 Issue No. 2: "The winter of our content?"... Winter 2009/10

8 Issue No. 1: "Are you going my WAY?"... Summer 2009

Key Facts

Founding date: 1996

Founding date: 1996 Founder/Chairman: Paul Wilcox
Ownership: Private (mostly held by the executives and friends and family)
Investment Professionals: WAY Investment Managers Limited
Total AUM fund: £744m as at: 31 January 2012 (Source: WAY Fund Managers Limited.)
Total number of retail funds: 11 WAY funds, 56 Elite (third-party funds)
Key products: Inheritance tax mitigation plans, Income plan
Key investment areas: Fund of funds, Specialist funds
Investment partners for WAY range: North Investment Partners, Vestra Wealth LLP, Charteris Treasury Portfolio Managers, Hasley Investment Management

Data Source: WAY Fund Managers Limited