Investment manager switching explained

Five point checklist

clock • 4 min read

During my two decades working in the private client investment management industry the one aspect that continues to frustrate and surprise me is the reluctance of clients to change their investment manager.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

JM Finn's Jon Cunliffe: Beware the repercussions from land of the rising yield

JM Finn's Jon Cunliffe: Beware the repercussions from land of the rising yield

Implications across markets

Jon Cunliffe
clock 03 February 2026 • 4 min read
Partner Insight: The reawakening of the physical economy

Partner Insight: The reawakening of the physical economy

Sebastien Beguelin, Senior Fund Manager at Royal London Asset Management, argues that, after years of underinvestment in infrastructure, the physical world is entering a once-in-a-generation investment boom

Royal London Asset Management
clock 03 February 2026 • 1 min read
Tributes paid to 'much-loved and highly-respected' Ruli Viljoen

Tributes paid to 'much-loved and highly-respected' Ruli Viljoen

Inspirational figure in the investment industry

Katrina Lloyd
clock 20 January 2026 • 6 min read
Trustpilot