Find an investment manager

There are very few firms who provide an independent investment consultancy service who do not also wish to provide clients with investment advice on either a discretionary or advisory basis. This muddies the waters.

As its name would suggest the service I am offering is purely a consultancy one. No investment advice is given, and I am not paid commission or introductory fees by any third party.

Initial Service

  • Establish your appetite for risk and establish a crystal-clear mandate for potential investment manager(s). Check that they have a clear understanding of your expectations from them
  • Explain industry definitions of “risk”. This will greatly influence any firm’s investment proposals for you
  • Establish any income or known future capital requirements you may have
  • Identify your long-term goals and those for your wider family. This may mean that more than one investment approach should be adopted for different elements of your portfolio
  • Help you to select an appropriate number of investment managers to submit outline proposals in advance of meeting you. This may include firms that you would like to consider such as your existing IFA (if you have one) and maybe your bank. Furthermore, from my knowledge of the market, I would suggest that you include a spread of firms offering different investment styles
  • Review and precis all written proposals and help you to shortlist those managers who will be invited to meet you and formally present their proposals
  • Attend the presentation meeting
  • Assist you in evaluating the different presentations and to fully understand each managers proposition. This is particularly important in relation to any investments being proposed that you are not familiar with (known as alternative investments)
  • Assist you in negotiating fees with each manager before a final appointment is made. This will help offset both my initial fee and any ongoing fees should you decide to retain my services. In-fact the saving may well more than pay for these
  • Cost – a one off flat fee of £2500

Optional Ongoing Service

  • Monitor each managers performance against their agreed benchmarks. These will be be-spoke for you and, where more than one approach is required in respect of different segments of your overall wealth, bespoke for each sub-portfolio
  • Help you to identify the level of risk that your manager(s) is/are taking relative to the total returns they achieve
  • Monitor the overall asset allocation and exposure to risk of your combined portfolios where more than one manager is appointed
  • Assist you in having more meaningful discussions with your investment manager(s)
  • Cost – £750 per quarter or £1000 every 6 months if you would prefer half yearly reports

 

“Helping you to save time and to ask your investment manager(s) the right questions”