Our Services

We offer a comprehensive range of investment consultancy services to institutional investors, including Defined Benefit and Defined Contribution pension schemes, charities, pensions Master Trusts and asset managers. We work on both a project and a retained basis, dependent on our client’s requirements.

Our core services include:

Specialist Manager Research & Selection

Our depth of experience enables us to offer specialist investment manager research and selection services to a range of institutional investors. We bring interesting ideas and innovative solutions to our clients, delivering our recommendations and advice in a straightforward way which is easy to understand.

Defined Contribution Schemes

We are committed to delivering best practice solutions to Defined Contribution pensions. We believe that this can only be achieved by taking a holistic approach to governance and investment.

Strategic Advice

We provide a range of strategic advisory services to clients on specific investment, governance and fund structure issues, including market intelligence and insight on a wide range of pensions and Master Trust issues. In addition to our core services, we also offer: • Market knowledge & intelligence • Strategic advice on fund structuring and investment • Manager & fund selection for fiduciary managers