What we offer

We build fund panels to suit advisers' investment styles, not our own.

Our rigorous process narrows down the universe of investments to a set of best ideas best suiting your goals and objectives.

Asset allocation is one of the most important decisions investment professionals make, and freely available models rarely represent advisers' investment philosophy. 

We provide due diligence to support an existing asset allocation including back testing, efficient frontier analysis and forward-looking simulations.

We also build asset allocations to a client brief, challenging and reinforcing an existing investment philosophy.

The synthesis of asset allocation and fund research, model portfolios simplify the advice process and centralise decision making.

We build portfolios to suit how you use them: whether they are the backbone of your offering or a core offering that you build a more bespoke strategy around.

It is important to understand how you are delivering value to clients. We create custom benchmarks that give meaningful points of comparison.

Investors increasingly want to know that their money is working for the world and not just for them, and key to understanding this is information.

We can provide a thorough evaluation of both funds and portfolios using hundreds of ESG data points, ranging from high-level ratings and emissions data to product exposure to different business areas.

We monitor all the funds we cover for our clients and the portfolios we construct to ensure continuity and consistency.