Skilled portfolio managers are a vital element of a successful investment strategy.  Do you know how well yours are doing?  Are they making good decisions for you, are their costs reasonable and are they exposing you to the right amount of risk?  We can help you answer these questions.

Our investment consulting services give individuals and trustees access to analysis usually only available to large investment institutions.  We use our skills to help you feel confident that you have the right people managing your money.  The service covers three main areas.

Investment objectives and portfolio benchmark

• Analysis of investment objectives, risk tolerance and investment restrictions to create an asset allocation model.
• Creation of a benchmark for measuring portfolio performance.

Investment manager search and selection

• A methodical search and selection programme, including manager interviews and scrutiny of investment management companies.
• Effective fee negotiation with investment managers, based on our in-depth knowledge of their business and financial models.

Ongoing investment management monitoring

• Professional monitoring of investment managers to help secure optimum performance.
• Sophisticated analysis of value delivered and risk taken.
• Regular reports covering both quantitative and qualitative factors.