We want to help you deliver a first-class service. That means understanding your business requirements and the issues you and your clients face.
The ultimate aim is to benefit all concerned – providing you with support and expertise and maximising your clients’ investment opportunities. The benefits are clear:
- Adaptable approach built around you and designed to meet the investment needs of all your clients
- Strong performance – we submit data to Asset Risk Consultants (ARC) allowing independent peer group comparison of our performance.
- Attractive fees and focus on keeping down all costs
- Use of direct equities within portfolios is a distinctive service feature and can help reduce costs
- Clear uncomplicated investment process with a focus upon investment liquidity
- Accurate reporting and prompt responses – we understand their importance in delivering good client service
- Dedicated support – direct contact with your portfolio manager and team means you will always talk to the same people, ensuring speed and efficiency
- Online client reporting tools keep you fully informed
- Clear service level agreements demonstrate our professionalism and adaptability