We provide a comprehensive consultancy service covering the following areas:
- Strategic Advice: drawing up an appropriate asset allocation strategy.
- Investment Manager Review: assessing suitability and past performance of current investment managers.
- Investment Manager Selection: managing a search and selection process for new managers.
- Ongoing Consultancy: ongoing advice, strategy updates and performance monitoring.
We believe that we add the most value through long-term relationships with our clients therefore we prefer to operate on a full consultancy basis. However, each service is also available individually on a project basis.
We aim to be a beneficial independent voice as well as offering valuable market intelligence. We work alongside our clients and are on hand to give advice as and when it is needed.