Services

Services for Wealth Managers

Services for Wealth Managers

Looking to attract new investors? Do you have the tools you need to justify your process and demonstrate how you add value? Would you like a reporting process that accurately represents you and adds value to your client relationships?

We can analyse your portfolios and processes, using our
4 Step Approach. We start by evaluating the needs of your clients and building customised reports. These reports identify exactly what is happening within your portfolios and determine whether they are within mandate. We also provide recommendations for improvement and provide an ongoing reporting service.


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Services for Hedge Funds

Services for Hedge Funds

Are you trying to attract institutional mandates? Struggling to meet more complex reporting requirements? Have you grown quickly and now the need to systematise your processes to build scale?

We can help you institutionalise your processes and create reports that meet the needs of sophisticated investors. Our risk monitoring, diagnosis methodology and reporting will not only help you market your fund to new investor categories but will make you more attractive to institutions. Perhaps you’ve grown quickly and now need to establish better processes. Our specialist support will help you to become a more appealing counterparty.


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Services for Family Offices

Services for Family Offices

Do you run a family office? Do you need reporting tools and risk management processes to demonstrate your value and communicate with stakeholders on an ongoing basis? Perhaps you’re looking to attract business from other families.

Using our 4 Step Approach we can help you identify and manage risk in your portfolios. We will help you to install a robust infrastructure and processes for reporting to your stakeholders. This will demonstrate your value and help the families to understand the rationale behind your decisions. Our independence can even help to enhance your credibility.

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Services for Pension Funds

Services for Pension Funds

Are you the trustee of a pension fund? Do you have all the information you need to make decisions in the best interests of your scheme members? Would you like someone to demystify your complex investment reports?

The pension crisis places increasing pressure on you to clearly understand the risks inherent within your portfolios. Previously risk management rested with the investment manager potentially causing a conflict of interest. Today the onus is on you to understand the intricacies of the investments and the nature of the risks involved, then act upon this information.

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