We serve as independent fiduciaries, providing creative investment solutions tailored to fit the unique circumstances of each client. We implement investment best practices and build strong global investment networks with the purpose of driving outperformance for clients.

In multi-asset mandates we conduct an analysis of investment policies and audits of existing managers on costs, performance and impact. We can run tender processes, manager selection, implementation and monitoring of mandates as well as risk assessments and supervision.

We use a framework for asset owners and institutional clients with appropriate adjustments for each client :

• Understanding of the investment strategy, capabilities and constraints
• Establishing the mandate requirement and RFP for a potential change of manager
• Manager selection and due diligence
• Support in new manager appointment
• Ongoing monitoring



Institutional clients particularly benefit from our objectivity, independence, broad experience and bespoke service.

Main risks traditionally involved in investment consultancies include conflicts of interest (financial interests, complexity bias), moral hazard and limited objectivity (lack of objective data & independent tools, limited service possibilities).

Our offer mitigates those risks through independence, a transparent framework adopted from the onset (process sequencing favoring a client-first outcome), defining the optimal solution (e.g. anonymous tendering), avoiding the rigidity of off-the-shelf solutions, accessing best-in-class managers.



The services include both one-off / initial analysis and long-term support.

Initial consulting :

• Strategic Asset allocation and Investment Policy Review
• Manager selection
• Market and manager research
• Transition research, advice and tender services, Audit of costs and performance
• Currency hedging policy, overlay research and advice
• Operational due diligence and custodial reviews

Ongoing consulting and monitoring :

• Active performance management
• Active asset allocation
• Manager appointments and terminations
• Mandate/portfolio compliance reporting
• Performance analysis and reporting