PRIVATE CLIENTS |
WHY USE A CONSULTANT? |
IPS |
RISK PROFILING |
ASSET ALLOCATION |
MANAGER SELECTION |
PERFORMANCE MONITORING
Distinguishing the
wood from the trees ARC works with a range of wealthy families and their professional advisers in the design, implementation and monitoring of tailor made investment consulting solutions. Service delivery is flexible in nature and through both written reports and face-to-face meetings.
wood from the trees ARC works with a range of wealthy families and their professional advisers in the design, implementation and monitoring of tailor made investment consulting solutions. Service delivery is flexible in nature and through both written reports and face-to-face meetings.
The five core service elements are:
Design and/or review of each client's Investment Policy Statement
Periodic client risk profiling and suitability assessment
Establishing/modification of strategic asset allocation
Manager selection, appointment and monitoring
Ongoing multi-dimensional performance assessment
To find out more about our Private Client Indices (PCI), look at our "