Independent advisor for boards and trusts

When was the last time your board or trust asked the hard questions about its investments? Are they really aligned with your investment objectives? Have you ever looked at your risk budget? Have those objectives ever been clearly expressed? And is the risk / return balance appropriate for your stakeholders or beneficiaries?

Boards today have more responsibilities than ever – and are increasingly being held to account should they neglect them. We offer diversity of thought, knowledge and sound understanding of the principles of investment.  We can review your investment strategies and make recommendations based on more than 30 years’ investment knowledge and experience.

Please talk to us for a quote.