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PRESERVING WEALTH. Research

Wealth Manager believes that research needs to be carried out in a holistic manner, with a focus on both quantitative and qualitative information. Quantitative analysis provides us with an idea of how the fund manager has performed in different market conditions, whereas qualitative analysis (of a fund manager’s strengths and weaknesses) provides us with knowledge of how a fund manager is expected to behave.

Consistent communication pertaining to the clients portfolio management and performance, and strict adherence to the Global Fiduciary Standards is also of critical importance to Wealth Manager.

An understanding of these factors is important when deciding between funds / managers.

Wealth Manager retains the services of Glacier Research -a dedicated and highly skilled team of investment analysts who evaluate more than 500 single manager collective investment schemes and identify the most suitable funds using both qualitative (face-to-face) and quantitative research methods.

Qualitative analysis looks at the asset management house, the investment team and the philosophy and process behind the management of the fund.

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Quantitative analysis looks at the performance, risk and correlation of the funds using the variou methods.

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Glacier Research’s analyst’s high convictions of choices are completely objective and unconstrained. Managers across all asset classes are sought to fulfil specific roles in a portfolio context. They need to demonstrate skill, performance consistency and an ability to protect capital and / or deliver capital growth, depending on the objective and mandate of the fund.

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Global Fiduciary Standards and the importance thereof for investors, trustees and portfolio managers and benefits of an Accredited Investment Fiduciary (AIF™) overseeing the investment process.

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