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Distributor due diligence of mutual funds “overrated”

Bernadette Tio
John Cappetta, a senior fund gatekeeper at Julius Baer, is refreshingly open about asset managers' sales strategies, client behaviour and discretionary portfolio management.
Distributor due diligence of mutual funds “overrated”

High-net-worth individuals are ideal clients, due diligence is overrated for mutual funds and pushing hot products is a bad approach, argued John Cappetta, Singapore head of managed solutions advisory at Julius Baer.

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