Experienced professionals, accredited by both the CFA Society and Chartered Institute for Securities & Investment, we offer sophisticated and tailored investment advice to families, their trusted advisers and charities.

As independent Investment Consultants our role is to work closely with our clients to thoroughly grasp their individual circumstances and vision, and together with their trusted advisers offer insight and expertise to build a coherent and suitable investment portfolio. Our flexible, pragmatic approach enables us to co-ordinate and structure investment strategies across a broad range of institutions, currency denominations and jurisdictions.

We monitor thousands of private investment portfolios covering hundreds of different Investment Managers across the globe which gives us a unique perspective of the Investment Management industry. This insight, coupled with our rigorous manager selection process, enables us to provide evidence-based advice that consistently identifies the most suitable investment solutions for our clients.

Investment Selection - Our manager coverage is global

Back to top

We use a multi-tiered research and approval process to achieve the optimal utility for our effort.

We work in partnership with our approved managers to achieve long term results.

Our thorough qualitative due diligence enables us to look beyond rear view historical performance.

 

Tailored Advice - Institutional discipline for private investors

Back to top
  • Investment strategy setting
  • Manager review, search, selection, monitoring
  • Bespoke reporting
  • Custodian service review & selection
  • Mandated research/Due Diligence
  • Critique & evaluate investment opportunities

Meet The Team

Back to top
Dr Ruzhen Li

Dr Ruzhen Li

Head of Investment Consultancy

Simon Reed

Simon Reed

Director

Zac Lu

Zac Lu

Research Analyst

Ilinca Man

Ilinca Man

Investment Consultant Assistant

Our Services

Back to top

Investment Reporting

Managed Portfolio Services

Investment Consultancy

Treasury Services