SERVICES
Customised for:
Family Offices
Asset Managers
Institutions
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
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
Asset Managers