We provide investment research, due diligence and trustee services to investment trusts. Working with the Board of the investment trust, providing on going independent investment advice or supporting the Board on one-off project work.
Our Investment Advisory service provides you a senior independent experienced investment advisers. Our work includes: Developing and reviewing investment policy; Asset allocation; Manager selection; Due Diligence of complex investments and Providing general or tailored trustee training courses.
Clients come first. Clients appreciate, that we listen to there needs and provide detailed explicit expert advice. We provide direct, relevant advice and we’re not afraid to take a position where issues are not clear cut.
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