Extent of Services
Depending upon your circumstances, the service(s) relevant to you may include:
Assessment of your investment mandate’s relevance to your objectives
Investment portfolio performance and risk analysis (bi-annual)
Performance and risk analysis on a consolidated basis, when there are multiple managers
Scrutiny of manager performance against benchmark and actual level of risk assumed
Manager selection for new money or replacement
Pursuit of cost efficiencies with a focus on Total Expense Ratio (TER)
Facilitate introductions to proven operators in property and private equity sectors, which would otherwise be inaccessible to you
Private project management
Review Process
Central to this service is a clear demonstration of the economic benefit derived from your engagement with HEC.
A formal review will be held after 12 months meeting, supported by a written report, that will detail:
A cost/benefit analysis of your engagement with HEC
Manager performance review
Review of consolidated assets
Recommendations arising
In Summary
You benefit from my intimate and current knowledge of the wealth management industry:
The different operator’s strengths and weaknesses
Factors affecting pricing resulting in meaningful financial benefit to you
Access to specialist managers and my extensive network of contacts
You will receive professional, informed and independent guidance; there are no conflicts - but an alignment of both party’s interests
Ultimately, this is an opportunity to have an ‘advocate’ sitting alongside you, who can maintain high standards in the stewardship of your family’s assets