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The clarity of an independent observer, with the understanding of an intimate insider

We are a multi-disciplinary team providing specialist advice to institutional clients. We take the time to understand your business and its challenges, providing bespoke solutions tailored to your business requirements and regulatory needs.

We support each client by providing strategic advice based on their specific risk appetite, capital planning and liquidity needs. We ensure that all of your reporting, audit and custodial needs are met and your investment manager is able to support you in the form and frequency that suits you best.

We provide portfolio services to a range of institutional clients including Charities, Defined Benefit Pension Schemes, Financial Mutuals and Friendly Societies and our responsive service extends beyond just investment management expertise.

Key to our approach is:

  • A trusted relationship between you, your advisers and our team
  • An in-depth knowledge of your business and the regulatory and economic environment in which you operate
  • A partnership where we work with you to understand your risk appetite and your capital and liquidity planning requirements, creating a bespoke portfolio that meets your individual requirements

For our institutional clients we provide:

  • Bespoke portfolio for each client
  • A multi-asset investment portfolio delivered by asset specialists working together
  • Focus on fixed interest, equity and alternative investments
  • Integrated cash management
  • Strong capital planning and risk management capabilities including bespoke SCR modelling for our PRA regulated clients
  • Timely and responsive reporting
  • Regular review meetings and regular dialogue, particularly in times of increased market volatility or potential inflexion points
  • Close working relationship with your other professional advisers
  • Robust research capability delivered through a group with strong global presence
  • Competitive and transparent all-inclusive fee structure

We are proud to be Associate Members of the Association of Financial Mutuals.

For more information, please contact Jacqueline Crawley, Head of the Institutional Team: +44 (0)20 3207 8110