Phone Numbers

+44 (0)203 946 2860
+44 (0)1481 817777
+44 (0)1534 847777
+1 647 689 2618

No two investors have the same objectives and aspirations

We provide private clients, wealth advisers, trusts and charities with the opportunity to use unbiased advice on how differing investment styles and approaches can be blended to deliver the highest probability of meeting investment objectives. And we do this backed by years of data collection and careful analysis.

How It Works

How It Works


Investment Policy Statement


Analysis & Profiling


Asset Allocation Advice


Manager Selection


Performance Monitoring

For some people numbers never lie; for others there are lies, damned lies and statistics. We believe that performance statistics are the bedrock on which investment decisions should be built. However, it is by combining the cold hard facts with qualitative judgements based on experience and gut-feelings that we can reach sensible conclusions.

01The Investment Policy Statement

The investment objective favoured by private investors is to achieve the highest possible return for the least possible risk. And depending on whether equity markets have been rising or falling, investors tend to place more emphasis on the return or the risk side of the coin. To avoid future disappointment, great care must be taken in designing an Investment Policy Statement that expresses the aims and aspirations of the investor in clear, concise, non-technical terms.

Policy Statement

Analysis & Risk Profiling

Most private clients want to keep pace with the equity markets on their way up and match returns from cash when equity markets are falling. Unfortunately stock markets cycles are notoriously difficult to predict and, unless a risk profiling exercise is undertaken, investors tend to end up adopting a "balanced" multi-asset class approach as an unsatisfactory compromise.

Risk Profiling

Strategic Asset Allocation

Once an investment objective is determined, it needs to be translated into a strategic asset allocation. The allocation should reflect the risk budget agreed. Our view is that although there are many asset classes, there are only three sources of return: economic growth, money lending, and manager skill. At the heart of designing an asset allocation is a decision on emphasis between these fundamentals.

Asset Allocation

04Manager Selection

Although excellence exists across all asset classes, few investment managers have demonstrated expertise across all financial markets and in all market conditions. The purpose of the manager selection process is to identify those investment houses most likely to excel given each client's specific circumstances and mandate.

Manager Selection

05Performance Monitoring

Once an investment manager has been appointed, investors need to know whether performance is in line with expectation. Our approach places particular emphasis on identifying early warning signals of potential trouble ahead. We also provide a clear escalation procedure, with manager change as the ultimate resort rather than the initial reaction.

On-going Monitoring

Clients engage us to provide continuing support and provide peace of mind that their affairs are under constant examination and assessment.  This can take the form of monthly, quarterly or at the very least, annual reporting.

One-off Review

The same investment consulting service is available as an ad-hoc package with no ongoing commitment.  Most commonly used where there has been a wealth event and clients require guidance to ensure new future objectives are met. 


Assessing portfolio performance

ARC was approached by a global, independent provider of trust, corporate and fund administration services, with more than 300 employees across 10 jurisdictions. They wanted to adopt a consistent approach to the performance assessment of their client investment portfolios and also ensure that the investment managers they were awarding…

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