Our governance solutions provide your compliance team and/or investment committee with a range of services.
Access a customised panel management interface that provides strategic data and information at a glance, using our online research platform, AdvantageIQ
Leverage the experience and skill of senior, independent professionals, acting as trusted investment advisers to your team.
Welcome pension scheme and investment veterans onto your trustee board as independent trustees.
Ascertain the strength of the operational and governance framework underpinning the execution of a fund’s strategy.
Log on to our performance database to generate individual VCT valuation summaries and other reports.
Take part in 1:1 and group training for investors on all investment issues, demystifying investment jargon and complexity.
Deploy our panel solutions, including advice on panel criteria, personalised selection, ongoing monitoring and audit.
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We want to put you in control of your privacy choices and give you clear information about how we process your personal data.
• Telling you about the new additions to our Group of Companies.
• More clarity on what personal information we collect, where we collect it from, what we use your personal data for and our legal grounds for doing so.