Investment Oversight, Strategy & Advisory
We provide independent oversight: free from products, commissions or bias.
In a complex world, we act as your representative, the steady hand that coordinates, questions and protects your interests – whilst also getting into every detail.
Example services include:
- Development of overall asset allocation strategy
- Sourcing and evaluating investment opportunities (funds and direct deals)
- Leading or supporting investment negotiations
- Ongoing monitoring and reporting of investment portfolio performance
- Representation on portfolio company boards (where appropriate)
- Exit planning and execution
- Asset acquisition support (art, property, classic cars, wine, collectibles)
Our role is to bring structure, accountability and clear thinking to every investment decision.
