Fiduciary Management Dashboard | Trustee | Quantum Advisory

Fiduciary Management Dashboard

Welcome to Quantum Advisory’s FM Dashboard. Each quarter, we provide you with a snapshot of the FM market, including trends over the last 12 months and insightful views from our team.


Caveats

Source: Respective Fiduciary Managers

All information is provided by the Fiduciary Managers and Quantum Advisory cannot be responsible for any errors or omissions in the data provided.

Quantum Advisory is the trading name of Quantum Actuarial LLP which is authorised and regulated by the Financial Conduct Authority. Information and opinions quoted in this report should not be seen as a substitute for scheme specific advice. Please note that the price, value and income derived from investments may fluctuate in that values may fall as well as rise and an investor may get back less than originally invested.

 If you have any questions relating to the Dashboard or if you would like to speak to the team please get in touch via the following:


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Paul Francis

Principal Investment Consultant
[email protected]
07872 456 107

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Stefano Carnevale

Senior Investment Consultant
[email protected]
02920 837 941

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George Scurr

Senior Investment Analyst
[email protected]
02920 837 938

Fiduciary Management Selection

We provide an independent and informed approach to third-party fiduciary manager procurement, ongoing monitoring and governance of fiduciary mandates and manages.  

Click here to find out more. 

Further Reading

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Fiduciary Management Oversight

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Investment Consultancy Flyer

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