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.