We recognise that every client is different and faces different challenges, dependent on their structure and circumstances. That is why we tailor our advice. We are committed to adding value by focusing on the critical issues facing our clients. We provide outcome-based solutions – ensuring alignment of the interests of investment managers with those of our clients – we believe these deliver the best possible results for pension schemes. We prefer to work on performance related fees, ensuring that our interests are closely aligned to those of our clients. We take a long term view of relationships with our clients, focusing on their strategic objectives and constructing portfolios which provide innovative investment solutions that make a real difference to them.
We view all our clients individually, appreciating that they need investment solutions specific to their own schemes. We are also committed to providing smaller schemes with the same quality of advice and level of client service that many investment advisers reserve for their largest clients.
We have not lost a client since inception and are delighted to work with the following institutions:
Underlying employers include Marks & Spencer, Sainsbury, Debenhams, Ladbrokes, Arcadia, Mothercare, ASDA, the Co-operative Group, SPIE Matthew Hall and Skanska.
Advisor to L&G IGC, oversight of several insurers under PTL GAA and Johnson Fleming
