Who We Are
Welcome to Agnostic Adviser Consulting
Agnostic Adviser is an independent, evidence-led consultancy helping advisory firms elevate their investment governance, research capability and client experience to a multi-family-office level. Founded by Dean Swindell and Brenda Swindell, we bring over 40 years of combined experience across discretionary investment management, product design and governance, adviser enablement, regulated banking and UHNW client service.
What We Bring
Independent Investment Governance
Client Experience & Vulnerability Expertise
Independent Investment Governance
CIP/CRP design, quarterly CIP/CRP/IOC oversight committee, evidence-led oversight.
External CIO Capability
Client Experience & Vulnerability Expertise
Independent Investment Governance
Interpretation, rationale, documentation and client communications.
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Accessible, empathetic communication aligned to private-bank expectations.
Adviser-Facing Efficiency
Client Experience & Vulnerability Expertise
Client Experience & Vulnerability Expertise
Better workflow. Better clarity. Less burden.