The Consultant Directory

Consultant Directory

MandateWire’s Consultant Directory provides key details and contact information for consultants, as well as helping you navigate and understand which investors they work with.

Key information includes

  • Offices and contacts

  • Investors advised

  • Reported activities

Use the filters on the left side of the page to find relevant consultants aligned with your product offering.

Using the Consultant Directory filters

The consultant filters narrow down the directory by either the consultant name or their location.

The investor filter refines the directory to consultants that are advising a specific investor. You can also target your results by using the investor location and investor type filters.

The scheme filter allows you to identify consultants advising public vs private investors.

The manager filter narrows down the directory to show which consultants are working with a certain manager. Tip: use the phrase 'In-house' in the Manager field - to understand which Investors are at least partially managing assets in-house. This helps to filter out less likely prospects.

The Asset Class filter provides a view of consultants advising Investors that have current allocations to certain asset classes.