We provide a complete investment consultancy service that is tailored to your specific goals and circumstances. Our experienced consulting team has a high level of varied expertise, the foresight to respond to new developments before they reach our clients, and the objectivity to challenge convention. We can help you solve your scheme's most complex problems in practical, cost-effective ways that give clear, measurable results.

Services for Trustees

Our main focus is assisting our clients in the design and implementation of a robust investment strategy including the introduction and maintenance of a Statement of Investment Principles. The process of developing the SIP will usually involve the development of a detailed set of investment objectives and risk constraints that are consistent with the fund’s purpose and investment philosophy.

Strategic Asset Allocation

We use our sophisticated modelling tools to help us analyse clients' schemes, and help you make informed choices about your future investment strategy -- a crucial factor in the financial health of your scheme. Once the strategy has been agreed, we ensure that a robust framework is in place to govern and manage the strategy.

Fund Manager Services

If they are to deliver the best results, your fund managers need to be in harmony with the specific needs of your scheme. Our manager research team provides a range of services including manager selection, review and monitoring to help ensure you have the right fund managers in place and that they are meeting their objectives.

Alternative Asset Classes

Our consultants have the expertise to advise on all types of assets, including private equity and property.

Communication

In a world where information is power, we can assist you in ensuring that all your investment decisions are well documented and can be clearly communicated to all stakeholders.