The Evolution of our Investment Offering

Reflecting on our commitment to constant improvement and search for opportunities to continue to deserve your trust, we are delighted to announce that we are implementing an industry leading investment approach which we will be rolling out to you in coming months.

As a business we have decided to engage institutional grade investment consultants to assist us in navigating the tumultuous global market environment. To ensure we continue to maintain market leading investment advice delivery, we have iterated and refined our thinking.

The cornerstone of this approach is an investment committee which Catherine Robson will be chairing and alongside Rodney DeGabriele and Tony Vikram will include luminaries from across institutional investment management. The committee will add an additional level of governance, appropriate for clients of your sophistication and a business of our scale. The work of the committee will be complimented by an enhanced implementation capability which will allow you to seamlessly embrace our recommendations.

This reflects our continued focus on separating the signal from the noise, and expeditiously taking action in your portfolio.

We look forward to discussing the specifics with you in our next meeting. However, in the interim please feel free to contact Rodney or Tony if you have any queries or would like to discuss in more detail.

Looking forward to speaking with you soon.