Strategic Advice

 

We advise clients on governance and investment issues relating to auto-enrolment in the UK, as well as advising clients in countries that are developing their retirement offerings. This involves helping them to implement a best practice approach to governance, investment strategy and manager research and selection in their local markets.
We work in partnership with fiduciary managers to help select best in class investment managers for a specific area of their asset allocation. We also advise investment managers on a range of issues. This includes helping them to better understand distribution channels and advising them on their product offering.
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“We went through a robust selection process and appointed DWA for its depth of experience in manager selection. Their focus is on providing an innovative, rigorous and pragmatic strategy and manager selection service to their clients and this is what we felt set them apart from other consultancies. Although we are early in the relationship we are very pleased with the level of service provided. The team have been extremely collaborative and responsive and able to deliver exactly what we need.”
Karen Watkin, CFA, Portfolio Manager, AllianceBernstein Limited.