Independent Wealth Managers
Consulting Services Offered
Open-architecture platform design, development, and implementation.
Investment manager and co-investment sourcing, due diligence, and monitoring of “approved” platform investments.
Sub-advisory functions for custom-built or internally-managed portfolios.
Research bandwidth to support internal CIOs and investment staff.
Dedicated operational due diligence mandates.
Assist advisors with new client acquisition through support on pitches and business development initiatives.
Implementation of portfolio or platform-level top-down asset allocation strategy.
Onboarding, re-underwriting, and ongoing coverage of legacy and future holdings.
White-labelled client-level portfolio risk reporting and communications.
Impact investment management and advisory services.