As Independent Financial Advisers, we offer a specialised additional service for you and clients with particularly large and complex portfolios. Our Investment Consultancy service involves a rigorous assessment of a select group of investment managers that invest across the globe, before we recommend a proposition that suits your individual lifestyle, ethical, moral, social beliefs and your approach to risk.
Our knowledge of investment management allows us to look at portfolios differently to a traditional investment consultant. Our dedicated team work with you to manage and give advice on a broad range of family matters from dynastic planning, legal issues and investments, through to asset purchase.
We understand the market environment, investment products and the rationale behind portfolio construction. As well as managing the relationship between you and your third party discretionary fund managers we’ll analyse both quantitative and qualitative risks. Our research includes individual portfolio analysis, looking at custody platforms, consolidated reporting and appropriate transaction pricing levels (TER analysis).