Services
Wealth Consulting
Our team combines extensive knowledge of industry strategies, performance standards, and cost structures. We provide independent oversight to give you peace of mind throughout every stage of your financial journey.
Greater Transparency
The wave of reforms aimed at making the investment industry fairer and more transparent delivers fresh opportunities and brings new challenges for both investors and investment managers. In an increasingly competitive global marketplace, investment managers are faced with a battle to maintain fee structures and market share. The choice of investments and investment styles are also being adjusted in a bid to preserve assets under management.
​
Investors need to shape and govern the relationship with their investment manager to obtain the best possible value and service.
Knowing what you require and making sure it is delivered
For investors, selecting the right manager is challenging. Once appointed, managing that relationship can be time consuming and will raise further questions - Am I paying too much? Am I being exposed to the level of risk I originally intended? Are the managers doing what they said they would? Are the investments performing?
​
Our team pulls together our extensive knowledge of strategies, performance and costs being experienced by other investors across the industry to assist the degree of effectiveness and efficiency of your chosen portfolio.
​​
Here are some of the services we provide to both private and corporate investors:
