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Top 10 areas of consideration IFAs/Wealth Managers and Sponsors use when finding a fund manager to run thier mandate

Top 10 areas of consideration IFAs/Wealth Managers and Sponsors use when finding a fund manager to run thier mandate

Wednesday 27th October 2021
Ryan Johnson

Having advised a number of IFAs, wealth managers over the years and carried out a selection process of fund managers to run the money, we have combined, created, the top 10 consistent areas and considerations used when selecting the right manager to run the money.

What may surprise some is that previous performance is a lot further down the list than many may expect...

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