Our Core Services

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For firms seeking reliable, unbiased recommendations rooted in evidence, our external CIO function provides independent, qualitative and quantitative evaluation across various areas of investment committee governance. We assess: - MPS / MAF / DFM - Platforms - Funds / products - Wrappers - Structured solutions. Our approach includes deep fact-finding and robust audit trails, resulting in defensible, evidence-based recommendations that support your investment proposition.

For firms needing stress-free governance through an external CIO function. Structured, independent governance that: - Reviews markets, solutions, and positioning - Documents clear rationales and decisions - Can strengthen your investment committee governance and CIP/CRP - Can ensure consistency, compliance, and client-focused outcomes. Your investment committee: professionalised, documented, and multi-family office ready, providing essential investment proposition support.

For firms seeking a deeper level of investment leadership without the need for a full-time headcount, we offer an external CIO function that enhances investment committee governance. We transform market complexity into: - Clear adviser guidance - Robust investment rationale - Branded client-ready communications - A stronger, more premium investment proposition support compared to handling it alone. Experience institutional-grade thinking delivered as an insourced CIO.

We create a segmented CIP/CRP that aligns with the expectations of Financial Planner's clients, incorporating an external CIO function that enhances the investment proposition support. Our approach includes: 

- Consistent manager/solution selection 

- Clear ranges, risk alignment, and robust investment committee governance protocols 

- High-quality, client-friendly explainers 

This is a proposition advisers can deliver confidently, ensuring that clients truly understand their investment strategies.

For firms seeking to meet compliance expectations with clarity and peace-of-mind, we offer comprehensive support through our external CIO function. Our objective analysis includes: - MPS / MAF ranges - Co-manufactured MPS / MAF - MAF Blending as 'Manufacturer' - Discretionary solutions. We ensure robust investment committee governance and support for your entire investment proposition, so it truly meets Consumer Duty expectations.

For firms looking to ease the administrative burden on their advisers while enhancing their external CIO function, we provide clear, precise, and compliant documentation, including: - Suitability - Technical analysis - Research - Report writing - Case preparation. This investment committee governance framework frees your advisers to focus on what they do best, backed by robust investment proposition support.