05Investment Management & Advisory
Analysis and portfolio decisions shaped around the mandate.
Discretionary asset management, private wealth advisory and strategic investment advice aligned with the client’s stated objectives, decision framework and agreed scope.
Start with the mandate, then organise the analysis and decisions around it.
The objective, constraints, governance and review process are clarified before the portfolio or advisory workstream is designed.
A portfolio or strategic-finance decision needs a defined framework.
- 01
A discretionary mandate or portfolio-construction approach needs to be defined.
- 02
A financial model or market analysis is needed for a specific decision.
- 03
Governance or strategic-finance priorities need structured advisory support.
A modular scope aligned with the client’s objectives.
Services can be commissioned as a mandate or as defined advisory workstreams.
- 01
Discretionary asset management
Manage an agreed portfolio mandate within its documented objectives and parameters.
- 02
Private wealth advisory
Define investment objectives, liquidity needs, risk parameters and a portfolio approach for eligible private clients within the agreed mandate.
- 03
Asset allocation & portfolio construction
Develop an allocation and portfolio approach around the stated objective and constraints.
- 04
Financial modelling
Build decision-useful models for the agreed financial question.
- 05
Strategic finance
Support financial decisions with structured analysis and scenario framing.
- 06
Governance advisory
Advise on governance questions within the scope of the engagement.
- 07
Market intelligence
Organise relevant market information around a defined decision or mandate.
What you receive
Deliverables and timing are agreed at the outset, according to your objective and scope of work.
- 01
Documented investment objectives
Agreed objectives, liquidity needs, risk parameters and decision responsibilities.
- 02
Portfolio analysis or financial model
Analysis of allocation, portfolio choices or scenarios relevant to the agreed objective.
- 03
Implementation and review plan
Defined management or advisory actions and a process for reviewing assumptions and decisions.
A defined objective, a documented framework, a reviewable process.
The workplan is adapted to the type of mandate while retaining a consistent decision sequence.
- 01
Define
Clarify objectives, constraints, responsibilities and the intended decision process.
- 02
Analyse
Develop the relevant portfolio, financial or market analysis.
- 03
Implement
Carry out the agreed management or advisory workstream within scope.
- 04
Review
Revisit the analysis and decisions through the agreed review process.
Need a portfolio or strategic-finance framework?
Start by defining the objective, decision context and required scope of advice.
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