Solution introduction
Guide your clients with confidence
We sit on the same side of the table as you and your clients
We provide counsel and guidance at all and any stage of the investment journey.
- Understanding goals and objectives
- Calibrating risk capacity and composure
- Preparing appropriate Investment Policy Statement (IPS)
- Advising on governance and oversight regime
- Establishing strategic asset allocation methodology
- Identifying suitable investment managers
- Arranging implementation and execution (where required)
- Providing on-going monitoring, counsel and guidance
