As investment specialists, we provide consulting and software services to a wide range of intermediaries covering all aspects of investment consulting. Depending on the specific requirements of each client, we can provide ongoing support or work on a project basis.
Trustees
Regulation for fiduciaries has been the catalyst for a general re-assessment by trustees on the approach taken in respect of the establishment and monitoring of investment portfolios for trusts and companies under their care. ARC has developed a systematic approach to risk assessment, manager appointment and portfolio monitoring designed specifically for trustee requirements.
Private Banks
ARC provides consulting and software services to private banks designed to strengthen relationships between private bankers and their clients.
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These include portfolio aggregation tools, a risk profiling questionnaire and attribution analysis.
Investment Managers
Whether specialising in segregated accounts or fund-based solutions, ARC offers investment managers access to potential investors through the SAS model database, fact sheet production, automatic entry into the performance categories of the PAM Awards and a peer group analysis consulting service.
IFAs
As IFAs move away from commission-driven business to a fee-based model, performance monitoring and reporting solutions have become increasingly important. Our range of support services allow IFAs to concentrate on client acquisition and retention rather than on preparing analytics and reporting. Our pro-active performance alert system has proved particularly valuable. |
