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SERVICES
Customised for:
Anchor 1
Family Offices
Investment
Advisory
Investment Consultant
Performance (absolute and relative to markets)
Risk (Including concentration and market)
Risk (Including concentration and market)
Fees and suitability
Information aggregation
Manager Search
Process from shortlisting to appointment
Setting mandates, risk and return parameters
Agreeing suitable Benchmarks
Negotiation on all fees
Internal Audit
Risk assessment
Policies and procedures
Management reporting
Regulatory requirements
Anchor 2
Wealth Managers
Investment
Services
Outsourced Manager Research
Bespoke Manager Selection (recommended list)
Asset Allocation and Portfolio Construction
Risk
Services
Outsourced CRO
Risk Monitoring and Risk Management
Hedging Advisory
Anchor 3
Asset Managers
Investment
Services
Alternative Investments Research
White-Label Hedge Funds Products
White-Label Alternative Products
New product launch support
Risk
Services
"Quasi in-House" Risk Manager
Risk Reporting & Risk Analysis
Hedging and Derivatives Advisory
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