Locations

Locations

Select the location or locations where you would like the Investment Manager to be based.

Investment Vehicles

Investment Vehicles

Select the type(s) of structure you require.

Profiles

Profiles

Select the Investment Manager’s ownership profile (e.g. an independently run investment management operation owned by a banking group would appear as International Banking Group).

Overall AUM

Overall AUM

This may reflect the size/scale of the Investment Manager.

Private Client/Trust Assets as % of AUM

Private Client/Trust Assets as % of AUM

This may reflect how significant private client business is to the Investment Manager.

Investment Bias

Investment Bias

Select one or more areas of Investment Bias.

Portfolio Value

Portfolio Value

This enables the system to filter out organisations who have a minimum threshold that is above the value of the assets to be invested. Select the value of the portfolio that you expect to invest.