Objective independent monitoring of investment managers and consolidated portfolio reporting for family offices and trusts.
We review mandates and investments to ensure manager performance meets agreed objectives and fees remain competitive.
We benchmark each mandate against peers and act on underperformance by recommending remedial action or new mandates.
We offer ongoing portfolio monitoring, risk assessment, and implementation support ensuring every recommendation is in your best interest.
Objective assessment of each manager against benchmarks.
Review of costs and commissions to protect client value.
Single reports showing income valuations and changes across assets.
We can act on behalf of clients to demand improvements from providers.
Our monitoring service gives families a single source of truth and the tools to improve outcomes.