Our clients

Supporting Investors with High Ambitions and Lean Teams

Our clients share a common profile: thoughtful investors with capital to allocate, but limited internal capacity to assess and monitor fund managers in depth. They value independent input, proven frameworks, and practical advice.

We serve:

Family Offices

Seeking experienced support in navigating public and private fund opportunities

Foundations and Endowments

Requiring professional fund selection within a governance-light structure

Pension Schemes and Institutional Allocators

Enhancing internal processes and reducing key-person risk

Advisors and Wealth Managers

Looking to professionalise their fund selection and monitoring without hiring a dedicated research team

Family Offices

Seeking experienced support in navigating public and private fund opportunities

Foundations and Endowments

Requiring professional fund selection within a governance-light structure

Pension Schemes and Institutional Allocators

Enhancing internal processes and reducing key-person risk

Advisors and Wealth Managers

Looking to professionalise their fund selection and monitoring without hiring a dedicated research team

Typical Client Needs:

✓ Outsourced fund selection with clear methodology

✓ A second opinion on legacy managers

✓ A structured approach to building an alternatives program

✓ Objective, defensible manager monitoring

✓ Committee support and investment oversight

 We help you sharpen decision-making

Whether you are allocating to a single strategy or constructing a diversified fund portfolio, we help you sharpen decision-making, reduce blind spots, and align your investments with long-term goals.

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