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:
For our institutional clients we provide:
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