Fund Selection
For this community, which we refer to as 'Gatekeepers', we host A Meeting of Minds for Gatekeepers in both the Spring and Autumn.
About this audience
Bringing together Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers.
Gatekeepers, in the realm of fund management, are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus.
Their shared focus revolves around fostering collaborative insights, staying abreast of market trends, and exchanging expertise to optimise fund selection strategies and enhance overall investment performance.
Events
A Meeting of Minds Gatekeepers - October 2025
A Meeting of Minds Gatekeepers - March 2026
