As an independent consultancy with almost 100 years of experience, over 900 staff and a team of more than 200 investment experts, we are well positioned to support your investment propositions and business needs.
How we can help
Our proven track record of experience, built over decades of investment consultancy, help us understand the problems faced by financial advisers. From the design and creation of advised investment propositions, to using our in-depth forecasting technology and data, we are able to provide solutions that meet your challenges.
Our team of experts is able to bring its institutional investment capabilities and rigour, to help benefit retail advisory firms and their clients.
Contact us to find out how we can help you, or read on to learn more about our investment services.
Design and creation of advised investment propositions
We have a broad spectrum of accumulation and decumulation strategies, that can be designed to meet specific adviser firm requirements. We’ll work with you to develop a robust investment proposition. We'll also help you become a more cost-efficient business offering better outcomes for your client.
We can provide you with your own investment proposition made up of Strategic Asset Allocations, portfolio implementation, tooling and white-labelled applications, as well as best practice investment administration and governance.
In-depth forecasting technology
In addition to the design and creation of your own investment proposition, we can provide you with a suite of digital forecasting tools that offers in-depth insights and analysis.
These tools provide asset allocation risk/return assessment, asset allocation generation, goal-based probability and outcome driven interventions.
Our digital first tooling capability allows you to enrich your proposition quickly, leaving us to look after the day-to-day.
Our clients, many new to the drawdown market, benefit from understanding certain demographic data to help calculate sustainable retirement income levels.
We provide data licensing through our Club Vita longevity analytics tool and offer robust modelling through our Economic Scenario Service (ESS).
Our team of dedicated actuaries and data scientists simplify the complex and help you maintain a competitive, forward thinking business.
In this webinar we discussed ways in which you can reassure your clients during these uncertain times.
COVID-19 has created heightened volatility in the markets. How does this compare to what we have seen in the past and what approach should you take when discussing the financial impact on clients?