Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Key traits the experts look for in a wealth manager

18 Feb 16

Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.

Three expert UK client managers from different types of businesses explain their very differing views on what to look for in a wealth manager when outsourcing their investment management decision. 

Tags: DFM | Investment Management | Outsourcing | Wealth Management

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Ben Lester

    Industry

    Morningstar Wealth: Smaller advice firms are feeling the pressure of a demanding new year

    Will inflation remain absent?

    Latest news

    Bank of England cuts base rate to 3.75%

  • Industry

    UK government refuses to commit to ‘pensions tax lock’

    How to save the pan European pension dream

    Latest news

    IFGL Pensions connects to Pensions Dashboard


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.