Stamford in the news

Daily Telegraph – Questor: is this the most thorough system of fund research?

Stamford in the news

Daily Telegraph – Questor: is this the most thorough system of fund research?

Wealth Managers

Our unique manager assessment approach helps wealth managers create successful and highly differentiated own-brand (white-labelled) investment funds. We can offer exclusivity within specific marketing territories, and access to a universe of investment managers typically unavailable to retail investors.

Manager-specific risk can be limited and overall fund capacity maintained through a multi-manager framework, providing clients a genuinely compelling and active investment offering that is evergreen, independent and value for money.

Case Study
St. James's Place
Profile

A FTSE 100 UK company and leading UK wealth manager with assets over £100bn*, working with Stamford since 1999.

Strategy

Create a leading range of investment funds and provide scope for substantial growth in AUM.

Our Role

Advice on investment strategy
Manager selection
Ongoing manager monitoring
Proactive idea generation
Product development
Transition management
Ongoing reporting

Results

Successful fund range.
Asset growth supported by investment returns and differentiated products.
Group of appointed managers exclusive to SJP in the UK.

*data correct as at 30 June 2019

”We’ve worked with Stamford since 1999 and continue to be impressed by the quality of the team’s manager research and monitoring capabilities. Our fund managers regularly tell us that no other consultancy subjects them to such scrutiny”

Chris Ralph - CIO, St James's Place

Want to learn more?

INVESTMENT MANAGER ASSESSMENT

Find out more about how we identify, research and monitor exceptional investment management talent.

Learn More
BEHAVIOURAL ANALYSIS

Learn about our unique behavioural approach to manager assessment

Learn More