We work with firms to create and deliver robust investment propositions for their clients. We currently influence well over £750 million through our research, analysis and due -diligence work for advisers.

Typically, our services include:

• Review, critique and documentation the Investment Philosophy and Process
• Portfolio design/review and risk mapping
• Writing up quarterly/bi-annual client commentaries
• Asset allocation and fund selection
• Manager selection and due diligence including discretionary/multi-asset managers
• Platform selection and due diligence
• Sitting on Investment Committees, providing independent and  expert view to strengthen overall proposition.