Choice of Services

Investment Manager Search and Selection (Single or Multi-Manager)

Identify investment managers to compare
– assist you to identify the most suitable investment managers according to your investment requirements
Gather in-depth, like for like, information
– we will design a comprehensive questionnaire, based on your requirements, to gather information from the investment management candidates
Make relevant and detailed comparisons of investment managers
– we will collate, check and analyse the information gathered from the investment managers and provide you will detailed, like for like, comparisons and analysis
Assist with short-listing of investment managers
– we will present the results of the review and fully explain our analysis and findings
Organise and run final presentations (beauty parade)
– once you have selected the finalists we communicate with both successful and unsuccessful investment managers and organise the formal presentations
Oversee transition of assets
– if new investment manager(s) appointed