Lipper Fund Selector Forum 2019: Talking Funds–Richard Philbin, Wellian
by Jake Moeller.
Recorded on: September 03, 2019
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 Philbin, Wellian Investment Solutions.
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 the Chief Investment Officer at AXA Architas Multi-Manager where he helped them to grow with assets of over £7bn, and before that he was Head of Multi-Manager at F&C Investments where he launched the LifeStyle range of funds and grew assets to over £1bn during his tenure.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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