At the recent Lipper Fund Selector Forum 2019 held in London, Richard Philbin, CIO of Wellian Investment Solutions, sat on the "Future of 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.
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.
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