Why IIC

• Very competitively priced. By charging a flat fee most wealthy clients could afford to use this service
• For those with greater wealth it provides exceptional value for money
• IIC are completely independent and have no incentive to suggest that you meet with any particular investment management firm rather than another
• Because we are not offering to manage your portfolio for you, we have no incentive to find fault with your existing investment manager(s) should you already have one
• As the founder of IIC, I have over 24 years experience in the wealth management industry having held senior positions at Royal Bank of Canada, Kleinwort Benson Private Bank, Schroders Private Bank, Cazenove Capital Management and Standard Life Wealth. All had very different investment styles.
• Since setting up IIC, we’ve reviewed numerous portfolios ranging in size from £2m to over £100m managed by many of Europe’s leading investment managers. A number of these reviews have led clients to make substantial changes to the way in which their portfolios are managed, often without changing the managers themselves, and to the way in which their managers’ performance is measured
• At IIC we may not have all the answers, but we do know the right questions to ask. If you do not work in the investment management industry this is not an easy task