Supporting your due diligence

Working with a trusted investment management partner gives you more time to focus on your clients and your business.

Many intermediaries tell us that managing compliance obligations is taking up more and more hours in the day. They also say that the new regulatory requirements, combined with the time and resources required, make it less worthwhile to manage clients’ money themselves.

Outsourcing investment management provides a solution. You can mitigate the risks to your business and concentrate on advising your clients in the knowledge that their portfolios are receiving undivided attention from investment experts.

We understand that you need to be certain your clients and your reputation are in safe hands.

Our due diligence process is supportive of your own processes. We can provide independently verified data that gives you a true picture of our investment performance.