Sheridan Admans has launched a consultancy targeting investment advisers, discretionary fund managers (DFMs), wealth managers, private investors and investment committees.
Founded by former chief investment officer (CIO) and board director Admans, Infundly has been launched with the aim to provide firms with a "robust, auditable" investment process that "meets both client expectations and compliance requirements". Investment advisers, DFMs, wealth managers, and investment committees who choose to use the service will be charged a flat monthly fee and should receive "independent expertise"– "supporting fund strategy evaluation and helping adviser and portfolio-building firms transition to DFM status". Infundly will also be able to provide services to pr...
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