Description

Award of excellence for the portfolio manager that delivered unparalleled performance to their clients. The portfolio / discretionary manager also demonstrates commitment to clients with exemplary customer service while building and cementing client relationships.

Criteria

Open to portfolio / discretionary managers in the advisor channel or the private discretionary division only, you must be compensated by your clients rather than the fund. You will be assessed on revenue contributions, book growth, and client retention and client testimonials.

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