Services
We focus exclusively on providing a full range of sophisticated, objective investment advisory services to meet the distinct needs of each of our clients.
We provide bridging loans and development finance for individuals and businesses across the United Kingdom and globally. Our funding can help overcome financial obstacles to drive a transaction to completion, including materials handling finance and wholesale lending to help release capital for growth. We keep our loans flexible, so financing can be applied to suit your needs.
We build allocation frameworks around each client's return objectives, risk tolerance, liquidity needs and time horizon — stress-testing every proposed mix against a range of market environments before it is ever implemented.
We maintain our own proprietary manager database, supplemented with outside sources, to identify and verify investment management organizations. Our due diligence combines quantitative assessment — performance, risk and correlation statistics — with a qualitative read on the firm, its team, and its investment philosophy, process and discipline.
We evaluate custodial relationships against cost, service quality and operational risk, helping clients select — or periodically re-examine — the institution responsible for safeguarding their assets.
We weigh the appropriateness of active versus passive management, core versus style-specific strategies, and concentrated versus broadly diversified approaches — determining the optimal number and type of managers to represent each asset class.
We collect data on every aspect of a client's portfolio, calculate investment returns, reconcile returns and market values, and compare results to meaningful benchmarks and peer groups. Our proprietary reporting tool is maintained in-house, giving us the flexibility to fully customize client reporting.
We review each client's investment policy, strategy and portfolio mix as part of a comprehensive, customized risk management process — regularly confirming that objectives, preferences and constraints continue to be met.
A disciplined rebalancing program is crucial to the success of any long-term investment program. When asset classes near the outer limits of their allowable ranges, we recommend a course of action that weighs cost carefully while taking advantage of near-term market dislocations.
We view risk through several lenses — volatility, liquidity, diversification, transparency, leverage, and revenue and spending risk. Risk and its implications are discussed throughout portfolio construction, and continually monitored against the program's risk budget as part of our ongoing oversight.
We have advised on alternative investments for two decades, helping clients allocate to non-traditional strategies with an integrated view of the portfolio as a whole. Dedicated team members cover hedge fund, private equity and real estate strategies, supported by the broader consulting team.
Client education sits at the core of our philosophy. A well-informed investor is best positioned to make competent, effective decisions — so we hold formal and informal sessions, and regularly produce market updates and white papers on the topics that matter to each portfolio.
Advising on over $100 billion in assets gives us meaningful leverage, which we apply on behalf of every client. We're often able to negotiate lower fees, better minimums and terms, and access to strategies that might otherwise be out of reach.
For more than 15 years we have designed custom, mission-focused portfolios — from public market strategies using exclusionary and inclusionary screens, to solutions-oriented strategies built around specific themes — helping clients align investments with mission while maintaining a prudent process.
Every client is unique, with their own challenges and areas of interest. Our work often extends beyond core consulting — best-practices reviews, asset/liability modeling, concentrated stock analysis and "what if" scenario modeling among them.
Every engagement begins with a conversation about your objectives — not a product pitch.