Our unique manager assessment approach helps wealth managers create successful and highly differentiated own-brand (white-labelled) investment funds. We can offer exclusivity within specific marketing territories, and access to a universe of investment managers typically unavailable to retail investors.
Manager-specific risk can be limited and overall fund capacity maintained through a multi-manager framework, providing clients a genuinely compelling and active investment offering that is evergreen, independent and value for money.
A FTSE 100 UK company and leading UK wealth manager with assets over £100bn*, worked with Stamford 1999-2021.
Created a leading range of investment funds and provide scope for substantial growth in AUM.
Advice on investment strategy
Ongoing manager monitoring
Proactive idea generation
Successful fund range.
Asset growth supported by investment returns and differentiated products.
Group of appointed managers exclusive to SJP in the UK.
*data correct as at 31 December 2020