We build bespoke centralised investment propositions for our client firms, provide ongoing governance oversight and deliver a rolling programme of client communication and education. We call this our smartersuccessTM service.

Our smartersuccessTM service has been developed over the past decade to provide a robust, low maintenance, outsourced investment approach to support the in-house adviser and investment teams at our client firms. In summary, we:

  • engage with clients who commit to an evidence-driven, risk-factor based approach to portfolio construction;
  • refine or rebuild their existing model portfolios/process;
  • back-test the new model portfolios to ensure they meet the construction targets;
  • undertake product screening and due diligence executed against our clients’ instructions;
  • provide a fully referenced Investment Process Manual reflecting a client’s preferences and decisions;
  • provide branded educational client-facing outputs to help explain the investment approach and portfolios.
  • sit as a guest, twice-yearly, on the firm’s Investment Committee (once in person and once online).
  • undertake annual product screening and six-monthly product due diligence.
  • deliver independent, third-party research, perspective and challenge.
smartersuccessTM is a monthly subscription-based service: £1,500 per month, plus VAT