We are truly independent - independence is at the core of what we do

Our specialisation in Investment Manager Search and Selection and our unique business model allow us to avoid many of the conflicts inherent in the integrated traditional Investment Consulting model. There are no perverse economic incentives driving our research and we believe that this benefits both Investors and Investment Managers. 

Demonstrable Track Record of Results

Our track record demonstrates that we help our clients identify Investment Managers that significantly outperform their targets on average.  Please contact us for detailed information on how we can help you add value to your investments.

Tailored service ensuring a better chance of financial success    

We engage with our clients.  Our dedicated research team will work with a client to gain an in-depth understanding of their investment strategy and objectives.  Ours is not a “house view” of which Investment Managers are best, it is a view of which are the best suited to each and every individual client’s needs and objectives. 

Comprehensive search and audit trail 

We begin each search with the broadest universe of relevant fund managers available, providing our clients with the broadest range of potential financial services providers. 

Searches for Public Authorities require strict adhesion to EU public procurement directives and we have years of expertise in running compliant tenders.

Objective analysis with no conflicts of interest

Our approach is completely objective.  We review all responses from investment managers in the same way.  We have no conflicts of interest: there is no economic incentive for us to recommend one manager over another. The fees we earn are the same regardless of the investment manager our client chooses. 

Transparent process with audit trail

Transparency is integral to our service.  We give our clients a clear, concise, comprehensive and consistent written evaluation of each submission, ensuring an audit trail and rationale for all decisions made.