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Discretionary/wealth manager brand study


  • A senior level investigation into the decision making process amongst key UK fund selectors
  • A examination into the triggers that help get a fund manager on and off the company “buy list”
  • The importance of brand and the role of “soft criteria” such as trust in the process
  • A review of the scoring structure used by wealth managers
  • The relationship between marketing, performance and fund inflows
  • Media consumption amongst key wealth managers

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