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INVESTMENT ADVISORY
Services for Fund Selectors
ACCESS EXPERIENCE BESPOKE TO YOUR REQUIREMENTS
My clients benefit from on-tap experience to get selection projects moving or completed efficiently when the in-house team is under-resourced or requires additional experience.
I work on shorter or longer term projects. Previous engagements have ranged from intensive project based assignments to 6+ months embedded within the client investment team.
AN INDEPENDENT
VIEW
I don't represent any asset manager capital and therefore, all research comes without bias and bespoke to your requirements.
For smaller teams, an additional shadow team member is helpful for sharing thoughts and bringing new ideas to the table.
ACCESS MY NETWORK
I have built a wide Fund Manager network and knowledge of products across both the institutional and wholesale channels
I attend many research meetings, conferences and networking events across numerous asset classes. You will access this 'on the pulse' knowledge as part of my service to you.
VALUE FOR MONEY
I offer attractive and transparent pricing and am happy to work on a retainer, fixed fee or day rate basis depending on your budget and requirements.
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