In this issue:

The City of London

Wealth Management Awards . . . . . . 1

Angela Knight Signs Up! . . . . . . . . . . . . 2

Accredited Training From

The Best In The Business . . . . . . . . 3

Goodacre UK: What Do We Do . . . . . . . 4

Hannah, Neena, Diana and Suzanne

Join The Goodacre Team . . . . . . . . . 4

The City of London Wealth Management Awards

12th APRIL 2016 THE GUILDHALL Now in their 10th year, these Awards are firmly established as an accurate and true endorsement of the best individuals and firms in the wealth management sector.

Why?Because it is the private client investors themselves who vote and determine the winners.

In the first week of the online poll over 5,000 votes were cast. There are strong indications that the total poll will be double last year’s total of 20,000.

In addition to the Wealth Manager of the Year, categories also include the customary Financial Journalist of the Year, Best Industry Commentator and the Mudlark Award for Exceptional Performance in the Back Office.

The BBC’s Sophie Raworth will host and announce winners at The Guildhall presentation dinner. A full evening’s entertainment has been lined up for what will be an exciting and memorable evening.

Good N E W S

Sophie Raworth

Andrew Neill, Justin Urquhart Stewart and Natasha Kaplinsky

Sponsors of this event:

IT SOLUTIONS & SERVICES

goodacreuk .com | @GoodacreUK

+ 44 (0) 20 7422 0063

London, England

G

Goodacre Directors, left to right: Gary Docherty, Emma Healy, Stephen Pinner, Angela Knight.

Angela Knight Signs Up!

The Executive Team at Goodacre UK has been boosted by the arrival of Angela Knight who brings a wealth of financial and political expertise. Angela is best known in the regulated investment sector for her senior roles at the Association of Private Clients Investment Managers and Stockbrokers (APCIMS) and the British Banker’s Association. However, her earlier experience and other Non Exec roles make for very interesting reading.

Angela has recently been appointed to the chair of the Office of Tax Simplification. Previously she was the Chief Executive of Energy UK, the trade association for the energy industry. Before then she was the Chief Executive of the British Banker’s Association and earlier, a Conservative Party Member of Parliament representing the constituency of Erewash from 1992 to 1997. She also served as Economic Secretary to the Treasury from 1995 to 1997.

Angela attended the University of Bristol, gaining a BSc in Chemistry, and became an engineer working for Air Products, where she became a Product Development Manager for nitrogen. She went on to set up and serve as Chief Executive of Cook & Knight Metallurgical Processors Ltd, a specialist contract heat treatment company treating precision engineering components.

Angela became Chief Executive of APCIMS in September 1997. She stayed in this role until 2006. She was appointed as a Commander of the Most Excellent Order of the British Empire for services to the financial services industry in the 2007 New Year’s honours list. In April 2007 she became the Chief Executive of the British Bankers’ Association, a position she held until 2012. Her non-executive director roles include Tullett Prebon, Brewin Dolphin and the Financial Skills Partnership. She has previously been a non-executive director of Scottish Widows, Logica, the Port of London Authority, Lloyds TSB and South East Water.

Goodacre is a leading provider of training services to the regulated investment sector. Over 2,000 delegates attend Goodacre’s courses every year.

We offer courses throughout the UK either at our partner locations, at your own premises and now on-line. Goodacre UK is an accredited training provider of the Chartered Institute of Securities and Investment (CISI) Continuing Professional Development (CPD) Scheme.

Why choose Goodacre for your studies?• Comprehensive portfolio of

training programmes

• Choice of flexible ways to study to suit changing lifestyles

• The very best tutors and assessors

• Dedicated support staff

Training Case Study: Global Investment BankIn 2015, a major Global Investment Bank was looking for a training programme for 20 new recruits with little or no financial services experience. These individuals were well qualified graduates and recently joined a new Compliance Monitoring team. The training programme was required at the bank’s own offices.

The aim of the programme was to train the individuals on the basics of the Financial Markets. At the end of the training, the

individuals would have basic knowledge and confidence to start their roles. Following a detailed review of companies who provided training services, Goodacre was selected to deliver the training programme.

OutcomeGoodacre provided all training in the bank’s own offices over a period of 1 month, broken down as follows:

• 10 days Introduction to Banking and Financial Markets

• 5 days Introduction to Compliance And Regulation

• 5 days Monitoring/Audit Functions

To enhance value to the delegates, the content was mapped against the Chartered Institute for Securities and Investment (CISI) modules, covering the syllabi for:

• Introduction to Securities and Investment

• Fundamentals of Financial Services

• Risk in Financial Services

• Global Financial Compliance

• UK Regulation and Professional Integrity.

Goodacre involved three Trainers for the programme, with each providing different expertise and a different style of delivery. These trainers have worked in the industry for a number of years and are highly experienced. The trainers were engaging and

enthusiastic with the topics really brought to life. The training sessions consisted of:

• Lectures

• Role play/presentations

• Interactivity

• Research

• Task setting

At least one third of every day was spent on exercises, case studies, role play and presentations. Material was provided for every delegate along with agreed pre workshop reading. After each module was completed, feedback from the delegates was collected and reviewed. All delegates had direct access to the trainers outside of sessions for further questions of re-assurance.

At the end of the course, all staff were provided with a sound grounding of the business, setting them on the road to their CISI qualifications. A confidential assessment of all delegates was also provided to senior management at the bank.

This programme demonstrated Goodacre’s ability to educate new teams to become effective within a short time scale, using highly skilled tutors, a post session support network, access to further information sources and the path to securing professional industry qualifications.

Accredited Training From The Best In The Business

Goodacre UK: What Do We Do?

Hannah, Neena, Diana and Suzanne Join the Goodacre Team

To ensure our increasing number of customers receive the highest level of support, four new staff have joined our ranks. Hannah Lock has joined as the Assistant Manager of our Training and Events division. Hannah has extensive experience organising high profile events for large organisations. Neena and Diana support our full range of training services. Neena joins us from Equiniti where she was involved with their share dealing business. Suzanne is appointed as our senior PA and Secretary.

Hannah Lock Neena Khinda Diana Puitel Suzanne Gudgeon

A very good question! • Training Services?

• Management Consultancy?

• Recruitment?

• Event Management?

The answer is: all of the above!Goodacre was founded in 1998 initially as a Management Consultancy providing services and support to the regulated investment markets. Since then other services have been added in response to customer demand.

Information on the training services is covered elsewhere in this edition of GOODNEWS.

Projects covered by the Management Consultancy team are wide and varied, ranging from the formation of new regulated companies, the provision of interim management, operations/system reviews and compliance

support. Customers using our consultancy services include buy side firms, exchanges, investment banks, wealth managers and service/system suppliers to the sector.

Our Recruitment team provides a highly professional and specialised service at all levels within the sector. Headed up by Gary Docherty, the team takes great care in understanding your requirements and only put forward candidates who match your needs, completely. The Recruitment team also provides an outsourcing service where staff are employed by us and contracted out on a full time basis to our clients.

The Events team manages over 50 conferences and seminars each year. Many of these are organised on behalf of our clients and include private Breakfast Briefings for Senior Executives, product launches and full day seminars. Major Events include the annual Systems in the City and Securities Industry Conferences.