Investment Audit: are you getting the best out of your investment manager?
We can place your investment performance into context of your objectives, benchmarks and peer group so you can understand if you are getting the best result.
Plus an in depth analysis of investment policy statement, objectives and guidelines, as well as a comparison of potential outcomes versus income and capital growth aspirations; and assessment of manager style, structure and suitability.
Manager selection: helping you find the best opportunities
Due diligence, creation of a short list, contrasting, selecting, negotiating terms and appointment of the most appropriate discretionary manager(s).