Services

Our offering is bundled within a single advisory fee that includes a variety of key services

Reporting​

  • Multi-custodian consolidated reports
  • Provide a clear picture of exposures and returns
  • Consistent classification of all holdings on the basis of risk-return
  • Complete flexibility to “slice and dice” portfolio of the individual holding level

Asset Allocation​

  • The building block of a coherent investment strategy
  • Determines the risk-return profile of the portfolio as a whole
  • In our view, the key driver of long-term returns
  • Tailor-made using the tools of the asset management industry

Oversight

  • Periodic monitoring of the client’s portfolio
  • Review of third-party investment proposals
  • Addresses over selling by banks and helps portfolios to be aligned with agreed asset allocation
  • We are typically the only ones with access to your entire portfolio

Fund Selection​

  • Independent evaluation of funds and managers
  • Manager selection not restricted by distribution agreements with any managers or bank​
  • “Open” architecture with no fee-sharing agreements with any managers or bank​

Tactical Investing​

  • Opportunistic investments with a shorter-term horizon
  • We have access to the research of several of the world’s largest investment banks (2017, as ranked by Statista)​
  • Not restricted by a “house” view that may be different from our own​

Pricing Advisory​

  • Review of banks’ current charges and analysis of fees​
  • Inconsistencies between firms can deliver substantial savings​
  • Competitive bidding between banks we believe may help drive down fees​
  • Transparent fee-negotiation process with custodians​

Connect with Our Skilled Team

A skilled team with experience in banking and financial markets in the USA, Europe and Latin America.
Contact Us