Welcome to our website
We offer discrete and dependable consulting services to companies that are forward looking and understand that in today's world adaptive change is one of the most powerful tools they have.
Professional Consulting
Expertise
Our experience is wide ranging and from the real world.
We work with Money Management Professionals making investment decisions as well as those Professionals who have appointed them.
Discretion
Your privacy is our top priority.
Teamwork
Our specialist Investment, Management, Legal, Accounting and Medical Consultant resources mean our customers receive comprehensive advice.
Dependability
No matter what happens, we always stick to our word.
Expert consulting –
not just for professional money managers, but also for those professionals using their services
not just for professional money managers, but also for those professionals using their services
Are you an Investment Manager who feels an external assessment, from a different perspective, would be invaluable as you review your fund range? Or perhaps a pre-launch interview of the team, their processes, beliefs and philosophies behind your new fund to check the external perception is as you believe?
Looking for advice regarding how the money you are responsible for as a Professional Trustee, Guardian or Family Office is managed by the Wealth Manager you appointed? Would you like help building a list of preferred Fund and Wealth Managers as robust as those that Professional Multi-Mangers build when awarding external mandates?
As a Wealth Manager, an independent review of the Fund Managers you use is invaluable - we have decades of interview experience for your use, and importantly, don't allow returns to be the sole decider in Manager and Fund Selection. Our highly experienced team will be there for you, be it for one-off advice or to help you build a robust service looking after others' money.
Contact us today for a discussion as to how we can help you.
