Investment advisory
Achieving your investment goals and choosing the right managers is crucial for institutional investors. We are best known for our long-standing track record*, our dedicated in-house team with expertise in offering tailored services in alternatives and private markets, and for providing independent investment advice to UK Government Pension Schemes with a combined total of over £90bn in assets.
We serve a diverse range of clients, including pension funds, sovereign wealth funds, charities, family offices, and asset managers. Benefit from our flexible engagement models provided on either a retainer or project basis.
Leverage the strength of an independent advisory firm focussed on alternatives and private markets.
Harness tailored transfer agency services that suit your operational needs
Relationships and efficient communication with investors are absolutely critical, and we are passionate about helping you support and enhance those relationships. Investor services are an integral part of our Fund Solution. We follow a robust investor due diligence process to ensure that your fund and entity remain compliant with Anti-money Laundering (“AML”) regulations in the relevant jurisdictions.
