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Compliance and Governance

Our governance solutions provide your compliance team and/or investment committee with a range of services.

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Panel Management System

Access a customised panel management interface that provides strategic data and information at a glance, using our online research platform, AdvantageIQ

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Independent Investment Advice

Leverage the experience and skill of senior, independent professionals, acting as trusted investment advisers to your team.

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Trustee Solutions

Welcome pension scheme and investment veterans onto your trustee board as independent trustees.

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Operational Due Diligence

Ascertain the strength of the operational and governance framework underpinning the execution of a fund’s strategy.

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Transition Management and Transaction Cost Advice

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.

expertise

Panel Advisory Services

Deploy our panel solutions, including advice on panel criteria, personalised selection, ongoing monitoring and audit.