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.
A FTSE 100 UK company and leading UK wealth manager with assets over £100bn*, working with Stamford since 1999.
Create a leading range of investment funds and provide scope for substantial growth in AUM.
Advice on investment strategy
Manager selection
Ongoing manager monitoring
Proactive idea generation
Product development
Transition management
Ongoing reporting
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”
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INVESTMENT MANAGER ASSESSMENT
Find out more about how we identify, research and monitor exceptional investment management talent.
