At the recent Lipper Fund Selector Forum 2019 held in London, Richard Philbin, CIO of Wellian Investment Solutions, sat on the “Future Directions for Fund Selection” panel. We caught up with Richard after event in this short “vox pop” video where he outlined some of his consideration in choosing funds for his clients. He also outlined his sell discipline and explains how he goes about building portfolios for his clients. About Richard Philbin Richard is one of the UKs best known Multi-Manager investors and has previously been AA rated by OBSR, Citywire and S&P. Before joining Wellian, Richard was formerly

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was “Future Directions for Fund Selection.” In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market. Panelists discussed their selection process, what makes a good fund investment, and how

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. At this event—run in partnership with the Chartered Institute of Securities and Investment—Lipper convened nine mutual fund leaders and influencers to share their views with an audience of 180 financial service industry participants drawn from private wealth, gatekeepers, fund selectors, financial advisers, fund managers and trade journalists. After a welcome by Leon Saunders Calvert, Head of Sustainable Investing & Fund Ratings at Refinitiv, Jake Moeller, Head of Lipper UK and Ireland Research, hosted three panels covering a wide range of topics relevant to the

The second annual Lipper Fund Selectors Forum was held at the Thomson Reuters Auditorium, Canary Wharf on July 13, 2016. Mutual funds are always a hot topic and no more so than after the unexpected result from the British European Union referendum, resulting in high levels of volatility across popular fund sectors. Following on from the highly successful inaugural event last year, Thomson Reuters Lipper again hosted a high-profile thought-leadership morning in collaboration with the Chartered Institute of Securities and Investment (CISI).The morning was dedicated exclusively to the discussion of key events that are important to fund gatekeepers and investors. An audience

Jake Moeller reviews the inaugural Lipper Fund Selectors & Fund of Funds Forum held at the Thomson Reuters Auditorium, Canary Wharf on July 14, 2015. The webcast replay of this event is available for viewing here. Mutual funds are always being keenly discussed, and Thomson Reuters hosting an event, along with the Chartered Institute of Securities and Investment (CISI), dedicated exclusively to this topic saw a full and expectant house of around 120 guests. Attendees drawn from private wealth, IFAs, mutual fund managers, fund gatekeepers, platform providers, as well as investors witnessed an informative and entertaining three-hour session of panels

Lipper’s ninth Annual Lipper Expert Forum was held at the Thomson Reuters Auditorium at Canary Wharf, London on November 12, 2014. It brought together some of the industry’s top leaders to discuss key issues in the world of active and passive funds management and consider the market outlook for 2015. This year the event was held in conjunction with the Chartered Institute of Securities and Investment, one of the premier professional bodies in the U.K. A full house of delegates ensured that there was a high degree of anticipation as proceedings got underway and this year for the first time,