Our Services to You

We advise Investment Firms managing authorised investment funds, Wealth Managers managing client portfolios and Family Offices.

Past engagements have included reviewing or implementing an Investment Process, questioning to test the belief in an Investment Philosophy, and assisting Senior Management re-structure how they run their business.

We have helped new Wealth Management firms launch, and reviewed specific funds and fund ranges. Independent review and monitoring of any risk profiled models you may use is a significant area of engagement too.

 Some ask us to be an independent external voice, and input, on their Investment Committees.

Being responsible for another's finances is a huge task, of which we are acutely aware due to extensive previous experience managing Court of Protection mandates.

Aside from Professional responsibilities, today's Trustee is expected to have a better grasp than the average investor on an ever increasing arsenal of ratings, suitability scores and performance metrics.

We have helped Professional Trustees, such as Solicitors and Accountants, to clarify investment reports and uncover the true investment performance, and most importantly, the risks taken to achieve those returns. We have undertaken the same task for Charities too.

Regardless of Profession, we have also been engaged to help build and manage clients' preferred list of Wealth Managers.