We assess and refine your existing proposition, ensuring it remains competitive, aligned with market trends, regulatory requirements & client needs.
Our expert analysis identifies opportunities for new services and proposition development, helping you create innovative solutions, that drive value.
We conduct a comprehensive health check on your processes, systems, and controls to enhance efficiency and ensure regulatory compliance.
A robust and well-documented CIP ensures consistency and fairness in client outcomes.
We can review and enhance your existing CIP or help design a new one, ensuring it integrates seamlessly with your advisory process and compliance framework.
We specialise in building risk-profiled model portfolios, which cater to a broad range of clients, leveraging extensive industry experience in portfolio design.
For firms looking to offer a portfolio management service without the overheads of an in-house investment team, we provide bespoke consultancy solutions.
Whether working with a third-party provider to facilitate segregated mandates or acting under DFM permissions, we deliver tailored portfolio management solutions to meet your needs.
As investor demand for sustainable investment strategies grows, integrating Environmental, Social, and Governance (ESG) considerations is vital.
We help financial advisers and investment managers embed ESG principles into their investment approach, ensuring long-term risk management and alignment with evolving regulatory and client expectations.
Through a strategic and research-driven approach, we empower wealth managers to build and refine propositions that are competitive, compliant & client-centric.
We assist in building bespoke fund panels, carefully selecting passive and active options across open-ended funds, investment trusts, and ETFs.
Our rigorous screening process ensures any actively managed funds recommended have undergone in-depth due diligence, including direct engagement with fund managers.