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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

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