Our client had decided to appoint a fiduciary manager, and wanted to take independent advice on the selection.
We ran a thorough and bespoke selection process, first identifying the client’s key objectives for the mandate. We put together a long list of fiduciary providers, including the incumbent consultant and existing investment manager. We arranged a Q&A session and initial proposals from all 7 long-listed providers, subsequent full written responses and presentations from 4 shortlisted providers and, finally, site visits to two providers, before identifying a preferred provider.
The Trustees were confident in their choice of fiduciary provider, supported by our independent and bespoke approach. We also assisted the client during the appointment of the selected fiduciary manager, ensuring that the terms and constraints were appropriate from an investment point of view.
How we can help
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them to put in place the right arrangements for their needs