Investment Consultancy

  • Investment risk profiling and objective setting:
    • We provide assistance on the establishment of portfolio objectives for fiduciary structures working with all interested parties to ensure that expected returns and risks are appropriate for the family’s personal circumstances. Where appropriate, independent guidance and advice may also be provided on our clients personal investments.
  • Investment Manager selection:
    • Support to achieve an independent and unfettered selection process for the appointment of investment managers for our clients and their fiduciary structures.
  • Manager due diligence:
    • We can apply our independent manager selection process to any manager or fund, should our client’s have a particular preference. We can extend our advice to supporting both the appointment of the mandate, and its implementation.

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