CIO's Perspective

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this final piece, he considers the circumstances in which it may be worth changing investment manager, and when it may be better to stay the course.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this fourth piece, he looks at why choosing an appropriate benchmark matters and how it can help both clients and investment managers make better decisions.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this third piece, he explores what investment risk really means and why it is worth looking beyond the questions in a standard Client Risk Questionnaire.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this second piece, he considers the importance of the relationship with the individual responsible for managing the investments.

Charles Jones has worked with a range of private client investment managers and, in this series, offers his perspective on what to consider when choosing a new investment manager. In this first piece, he looks at one of the starting points: whether to take an active or passive approach to investing.