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The Single Manager
Solution The conventional way
of managing a segregated private client discretionary portfolio
A selection from different house styles
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Traditional
stand-alone private client house (sometimes from a stock-broking
background) |
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Institutional asset management house with a strong investment
process assessed by the in-house private client system |
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Multi-product provider with a wide service offering (often
within a private banking operation) |
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Boutique
specialist manager (usually focussed on equities or specialising
in hedge funds) |
When choosing the manager
Requirements include
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A coherent
investment process |
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An
appropriate investment solution |
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Relevant
asset allocations/model portfolios |
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Availability
of tax-efficient pooled vehicles |
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Good quality
of client servicing |
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Sustainable
long-term performance record |
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Understanding of any style bias in stock selection process |
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As we are Judges on
the Private Asset Manager (PAM) Awards, we have a strong insight
into the private client investment community
The Judging Panel,
which was formed in October 2000, delivers qualitative
evaluations to leading managers in the High Net Worth Class
The Panel is
made up of private client investment manager selection and
performance monitoring |
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