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Why Us

Bespoke, Holistic Approach

We do not believe one size fits all. Our advice is centred around examining the bigger picture and distilling the growing complexities an investor faces today into simple actionable outcomes that are sensitive to their needs.

Our vertically integrated business model provides clients with complementary services that cover the whole investment process from forming economic views through to asset allocations through to selection and implementation. Clients can pick and evolve to fill key gaps as needed. Through this, we believe our clients save time and money, and focus on tangible outcomes.

Credible Deep Experience

Every service we offer is a proven capability. Since our entry into the market in 2016, we have completed over 35 advisory assignments representing billions in assets for our clients across treasury, pensions, housing and the wider balance sheet. We have serviced local authorities, public sector bodies and pension schemes amongst a wider range of institutional investors.

Uniquely, we have experience not just across asset managers, but also direct assets, drawing on our experience and deep networks to help clients originate, due diligence and structure the latter as needed. This is married to a deep understanding of balance sheets and liabilities, so we can help our clients make the right decisions in their individual context.

An important measure of success for us is client satisfaction. In this regard, nearly all of our clients have given us repeat business, and several have us on an on-going, retained basis.

Independent

We are wholly owned by our two founding Principals who have decades of real world investment experience with major institutions across pensions, insurance and regulation. Our advice is impartial and focused on the client at hand, providing conflict-free expert input with full transparency around costs.

See examples of client assignments

Investment Advisor

We assist the local authority client with fund manager selection, corporate bond selection and risk/return analysis. We provide on-going support through monthly investment reporting. The investment reporting analyses the current portfolio and underlying investments/funds are performing. If we notice underperformance or a separation from the portfolio strategy vs the goals of the client, we reset a strategic asset allocation.

Investment Reporting

We report quarterly on a client’s commercial property portfolio. The reporting is designed to give the client a snapshot on the performance of the investment in the given period. Pre-determined KPI’s track the investment and further analysis is provided to offer context of trends and potential risks arising. The second half of the report looks at the investment from a forward-looking standpoint. We perform scenario stress testing exercise to determine the robustness of the income periodically.
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