Demonstrating Loyalty to Clients in Asset Management

As an investment professional, upholding loyalty to clients is paramount. The Asset Manager Code emphasizes the importance of this principle in managing client relationships and investment decisions. In this scenario, you are approached by a potential client who is interested in your firm’s services. You also have existing clients whose interests must remain a priority.

Discuss how you would demonstrate loyalty to clients while considering the need to acquire new business. Include specific actions you would take to ensure that your clients’ interests are not compromised in the process of attracting new clients.