Brokerage and asset management
A family appointing an investment manager usually meets three or four firms and finds their proposals hard to compare. Each presents its own strengths in its own format.
We start with a written brief. It sets out the money, the structure it sits in, what it is for and what the family will not accept. Every manager responds to the same brief, so the answers can be read side by side.
We introduce discretionary and advisory managers, custodians and brokers that suit the structure. We coordinate due diligence on the managers and benchmark their performance and fees. For a family office we help put the custodian, the manager and the bank in place in the right order.
Clients who direct their own investments need execution. We introduce brokers for equities, ETFs, fixed income, funds and listed derivatives. Accounts can be segregated where that is wanted. Reporting can be consolidated across custodians. Where a client wants to borrow against the portfolio we find banks that lend on it.
We do not give investment advice and we do not recommend investments. The manager, custodian or broker provides its service under its own authorisation. The decision to appoint is yours.