We put together an independent team of 12 experts who were each asked to assess the merits of a number of portfolio managers across the most widely used private client portfolios – cautious, balanced, aggressive and, more and more so in the past few years, absolute return.
The wealth management firms represented a cross-section of those operating in the UK. And to help redress the balance of those who do not have access to the largest marketing budgets we included firms irrespective of size, from giant private banks to the smaller boutiques.
