Our ClientsWho 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 and 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.