The rules we publish, so members can hold us to them.

Managers never pay for coverage. There are no sponsors, placements, paid features or affiliate fees.

• Contributors disclose their interests on every piece they write or inform.
• Managers and service providers may contribute expertise but cannot become allocator members.
• Any future partner licence will exclude paid manager coverage.

Family office insights are anonymised and aggregated. No family, office or individual is identified without their explicit written permission.

• Survey results are published only in aggregate, with minimum group sizes.
• Quotes are attributed by role and region unless a member asks otherwise.

Everything published is research for professional allocators. It is not investment advice and it is not an offer or solicitation to buy or sell any security or interest in any fund.

Nothing here is a financial promotion, and membership does not give access to investment opportunities.

We collect only what we need to assess applications and send the research, and we process it under UK GDPR. Read the full privacy notice.

For membership, contributions, privacy requests or corrections, write to the editors.