We believe that our smartersuccessTM service creates a level of quiet – but not complacent – confidence in our client firms, who fully understand and believe in the investment advice that they deliver to their clients.  We hope that our ongoing support – both in terms of ongoing governance and client communication – allows them the time and freedom to focus on their clients’ wider needs.

The outcomes our clients achieve by engaging with us include:

  • a robust, evidence-driven, bespoke centralised investment proposition;
  • a fully documented and referenced Investment Process Manual, with regular updates;
  • regular product screening and due diligence;
  • a disciplined governance process and third-party support, perspective and challenge;
  • branded presentation documents and regular articles for clients;
  • ongoing, practical support.
  • Perhaps most importantly they achieve: a deep understanding and conviction in the investment portfolios they recommended to clients; a high likelihood that clients will have a successful investment experience; a ‘quiet confidence’ in an approach free of surprises.

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