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Lipper Alpha Insight - Fund Manager Chat

Sep 6, 2017

Richard Romer-Lee is one of the UK’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses.

In this podcast with Lipper's Head of UK & Ireland Research, Jake Moeller, Richard examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives. He discusses key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund.

About Richard Romer-Lee

Richard is responsible for determining the strategy and focus of Square Mile in conjunction with the Board and the Executive Management Team. He is a member of a number of internal committees which provide governance and oversight of all areas of its business.

Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc.

He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants