Our core business is the provision of investment consultancy services. We provide guidance and advice to investors on how to gain the best from the investment management industry.
We focus on understanding and clearly articulating what our clients require and using our deep insight into the drivers, and persistence, of excellent investment performance.
Our clients benefit from working collaboratively with highly experienced consultants with a detailed knowledge of the levers for successful investing:
- Understanding goals
- Calibrating risk capacity and composure
- Documenting appropriate Investment Policy Statements
- Advising on governance and oversight
- Establishing Strategic Asset Allocation methodology
- Identifying suitable investment managers
- Arranging implementation and execution (where required)
- Providing on-going monitoring, counsel and guidance
Our team are supported with proprietary analytical tools to aid meaningful and valuable debate on agreeing the appropriate strategy to adopt and appointing managers that are most appropriate.