expertise

Advising on Asset Allocation

Access specialist portfolio construction advice, across all asset classes.

expertise

Selection, Monitoring and Review of Investment Managers

Find the right fund managers using our customised, independent manager selection services to institutional investors.

Expertise
Trustee Solutions
expertise

Investment Due Diligence

Analyse investment strategy, investment process, risk management, personnel background, track record and peer group performance.

expertise

Tax-advantaged Investments Research

Subscribe to our online service for VCT, EIS, BR (IHT) research, including offer details, scoring, research reports and filtering.

Expertise
VCT Valuations
expertise

Transition Management and Transaction Cost Advisory

Our Transition Management and Transaction Cost Advisory service provides you with the tools and resources to ensure that transition events are executed smoothly and the…

expertise

Investment Governance and Reporting

Work with experienced industry veterans to help navigate complex issues in governance, regulatory and compliance structures.