How to set up a fund manager

The decision to establish an investment management firm is a significant undertaking that requires careful consideration of regulatory, commercial, and operational factors. While the prospect of independence and the potential for enhanced profitability are attractive, setting up and running a successful investment management business demands substantial resources, expertise, and a clear strategic vision.

This booklet sets out the key reasons why investment professionals choose to establish their own firms, the benefits and challenges involved, and the practical considerations that must be addressed. There are also sections on regulation, which are of course key.