Who we help

  • Wealth Managers
We provide a range of services to some of the leading wealth managers. These involve manager searches, manager research, asset allocation, governance, investment strategy, assisting with separate investment accounts and ESG services.

  • Financial Advisers
We provide a hands-on discretionary model portfolio service to financial advisers.

  • Adviser Networks
We work with one of the largest adviser networks, providing manager research, asset allocation and investment strategy.

  • Wrap Platforms
We work with some of the largest wrap platforms, providing governance and liquidity services on the funds they offer on the platform.

  • Charities
We provide a range of services to charities, including manager research, asset allocation, model portfolios, investment strategy and ESG services. We are comfortable discussing reduced fees for charity clients.

  • Life Companies
We have experience working with large life companies providing investment strategy, manager research and asset allocation support.

  • Banks & Building Societies
We work with some of the largest building societies and banks, providing them with manager research, asset allocation and other support services.

  • Pension Funds
We provide manager research services to retirement funds.