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:
Setting your investment objectives
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Assistance in the designing/reviewing of your investment strategy and mandates to ensure alignment to your risk/return and/or other objectives
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Determining an asset allocation consistent with your objectives and risk tolerance
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Creation of suitable benchmarks that properly reflect your investment objectives
Assessing investment opportunities
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Draw to your attention investment opportunities that may be considered to be included in the portfolio
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Support in the assessment of investment opportunities and suitability relative to your investment objectives and risk/return profile
Selecting the right investment manager(s)
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Optimise portfolio success by identifying the most applicable investment manager(s) to your objectives and assisting in the management of the relationship(s)
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Participate in fee negotiations with third party investment managers to ensure you obtain the best value-for-money price
Consolidated wealth reporting and ongoing monitoring
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Assess the performance of the investment manager(s) over time both on a stand-alone basis and versus previously stipulated independent benchmark(s)
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Strengthen risk management practices through regular independent reviews of each manager’s adherence to mandated portfolio risk
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Improve the extent and depth of performance reporting to include relevant analysis of nominal, relative and risk-adjusted returns across multiple portfolios
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Ongoing benchmarking of fees and charges incurred within your portfolio, using our wide-ranging experience of the investment industry
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Delivering reassurance that ongoing professional due diligence is being undertaken on your chosen investment manager(s)
