Investing for Individuals

Picking a financial expert

south africa  |  23 October 2014
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Collective Insight
Collective Insight

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Picking a financial expert

Introduction

Just what constitutes skill or expertise? And how would you go about finding it, never mind defining it? This quarter in Collective Insight, we explore what makes an expert – be that an asset manager, adviser, trustee or investment consultant – and our contributors have shared both qualitative and quantitative perspectives to answer this tricky question. There is no doubt that while there is science in assessing skill, there is an art in determining whether expertise can be sustained in the long term. Ultimately, it remains your job to choose the expert.

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