Investment Consultancy

Whilst our core business is discretionary investment management we have been increasingly asked to provide bespoke investment consulting services to a small number of private families.

Our knowledge base from investment management allows us to look at portfolios differently to a traditional investment consultant, allowing us to analyse and consult strategically and tactically on a range of investment portfolios.

We understand the market environment, investment products and the rationale behind portfolio construction. We analyse both quantitative and qualitative risks. We restructure portfolios and where appropriate re-write mandates. Our analysis also includes individual portfolio analysis, looking at custody platforms, reporting, and appropriate transaction pricing levels (TER analysis).