Our Investment Services include:

  • Ensuring that client investment profiles are consistent and appropriate to every requirement, continuously adhered to with regular reviews, and always fit for purpose by raising informed challenges wherever necessary
  • Rigorous investment manager research and due diligence – we’re forensic in gaining insight into an investment managers philosophy and style, and we interrogate counterparty risk at both custodian and individual security levels
  • Facilitating investment manager ‘beauty parades’ for new mandates, as well as for existing clients looking to restructure their affairs.