i.e. meets the fund managers
Jupiter, F&C, Shaxon and King and WHEB Investment managers all played host to the advisor team from i.e. last Wednesday.
The team meets regularly with the fund managers to ensure the personal link with the "decision" makers is maintained. Particularly impressive was the new team at WHEB and we are defiantly interested in their offering.
Jupiter maintain their cutting edge (and do good sandwiches) and of course the investment team at King and Shaxon had yet more interesting opportunities for the portfolio client.
F&C were the only investment team that maintains clear water between the financial and the ethical teams (This was underlined when one of the investment managers did not know the problem with investing in Tescos) and we see this as strength and a weakness. Whilst it has always been so the boundaries seem to have been drawn even more strongly since Ted Scott's departure. Please do contact us for more information.