WEALTH MANAGERS

when you need advice on your advice

What your clients are looking to achieve is central to your investment strategy decision making. Our outcome-focused approach can help you implement investment solutions that achieve your clients' objectives.

Expert Knowledge
First we will help you design clear investment objectives, based on the desired outcomes for your clients. These outcomes can include a specific income profile, return target or risk exposure. Informed by your investment objectives and using our high conviction manager research process we can design and implement sophisticated fund solutions tailored to you and your clients. To ensure the investment solutions are delivering the desired outcomes, we will closely monitor the strategy and asset managers against your objectives.

Services

 

  • Investment Strategy
  • Investment Implementation Advice
  • Governance
  • Asset and Liability Management
  • Manager selection
  • Reporting
  • Project Management

High performance fund design

as individual as its investors

Individual investors don’t stay the same. Sometimes they need different things, and will move funds to get it. Sometimes, regulatory and market changes mean it’s time to develop new funds from scratch.

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Give us a call

we'll find the right answers

It all starts with a conversation. Call, email, or pop in, we’ll talk you through how we can help. Not sure we offer what you’re looking for? Get in touch anyway – we’d love to hear from you.