Independent thinking for DFMs, MPS teams and investment advisers.
Just the extra pair of independent eyes your investment committee and the regulator, will value.
Most committees we speak to are quietly looking for one thing: an extra, genuinely independent pair of experienced eyes.
Most teams we speak to are wrestling with one (or more) of these right now:
Your investment committee works well, but lacks the formal independent challenge the FCA keeps highlighting.
Fund due-diligence and manager monitoring is eating weekends and still feels thin on paper.
You’re preparing a VoP to go discretionary and need governance templates, minutes and research that will actually pass scrutiny first time.
The platform shortlists and “model” research you get feel conflicted or shallow. You want allocator-grade depth without hiring an allocator.
You’d love concise, client-ready quarterly commentary that reinforces trust with advisers, but nobody has time to write it.
If any of the above sounds familiar, a 20-minute call usually shows whether (and how) we can take the weight off — without adding permanent headcount or cost.
Ready when you are →
Risk Disclosure
Investing in financial markets carries inherent risks. It's important for investors to be aware of these risks and seek professional advice. While our platform aims to mitigate potential risks, it's essential to acknowledge the inherent uncertainty associated with investing.