Client Service

We put the highest priority  on client service excellence, offering premium client services. 

In order to meet the specific requirements of our institutional clients, we have created an extensive array of excellent services, including:

Mandate implementation for different client types

1. Pension funds
2. Corporates
3. Insurance
4. Banks
5. Foundations and charities

Client reporting

Some of the standard reporting deliverables include:
1. Valuation and transaction lists (monthly and/or quarterly)
2. Market outlook & commentary (monthly and/or quarterly)
3. Fund prices

We deliver and adapt client reports to bespoke specifications.

Operational excellence

Account management and state-of-the-art information management and reporting is provided by our experienced operations team.

When you open an account with us we apply a distinct approach for excellence during the new account take-on process with a clear client take-on methodology where the client is supported each step of the way.