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Service Providers Framework 2020

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

          DC Communications; implementation/mandate design; risk management.

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          We prefer to work to a single “all in” fee – we find this works best as it most closely aligns our interests with our clients' interests. Almost all of our retained relationships, and 80% of our revenues, work on this basis.

The benefits to clients of the fixed fee approach are:

No surprises – we’re never over budget;
Saved time – no need to agree a fee for each new piece of work;
Alignment of interest – we are incentivised to work quickly and efficiently and we’re never incentivised to recommend a project because it increases our fees.

We agree a clear scope of services at the beginning of the relationship and we review this on a regular basis. Please see SG 13.2 for more information on the way that we conduct performance reviews.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)