Our Core Services

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 For firms needing stress-free governance. 

Structured, independent governance that:

- Reviews markets, solutions and positioning

- Documents clear rationales and decisions

- Can strengthen your CIP/CRP

- Can ensure consistency, compliance and client-focused outcomes

Your investment committee: professionalised, documented, and multi-family office ready.

For firms wanting a deeper level of investment leadership without full-time headcount. 

We transform market complexity into:  - Clear adviser guidance - Robust investment rationale - Branded client-ready communications - A stronger, more premium firm-wide proposition compared to doing it alone  Institutional-grade thinking delivered as an insourced CIO. 

 For firms seeking reliable, unbiased recommendations rooted in evidence.

Independent, qualitative and quantitative evaluation across:

- MPS / MAF / DFM

- Platforms

- Funds / products

- Wrappers

- Structured solutions

Deep fact-finding. Robust audit trails. Defensible, evidence-based recommendations.

For firms seeking to meet compliance expectations with clarity and peace-of-mind. 

Objective analysis of:

- MPS / MAF ranges

- Co-manufactured MPS / MAF

- MAF Blending as 'Manufacturer'

- Discretionary solutions

We support the governance and clarity of your entire investment proposition, so it truly meets Consumer Duty expectations.

For firms looking to ease the administrative burden on their advisers. 

Clear, precise, compliant documentation, including:

- Suitability

- Technical analysis

- Research

- Report writing

- Case preparation

Free your advisers to do what they do best.