Advisory services for growing UK practices

CIP Governance & Committee Frameworks

Establishing formal investment committee structures, documented decision-making trails, and rigorous ongoing oversight aligned with your firm's risk tolerance and Consumer Duty mandates.

Platform Co-Manufacturing & Selection

Structuring robust platform partnerships, managing co-manufacturing obligations, and ensuring your adopted investment solutions align precisely with regulatory expectations and client needs.

MPS-to-DFM Boundary Review

Defining clear operational boundaries between standardized Model Portfolio Services and bespoke Discretionary Fund Management to eliminate ambiguity and streamline advisory delivery.

Flexible advisory integration

Initial CIP Health Check

Framework Implementation

Fractional CIO Retainer

A fixed-fee assessment reviewing your current investment proposition, identifying immediate governance risks, and delivering findings via a two-hour board presentation.

Establishing documented investment committee minutes, structured review cycles, and clear operational oversight protocols tailored to your firm size.

Ongoing board-level leadership, platform management, and committee participation without the overhead of a full-time executive hire.

Initiate a governance review

Discuss your firm's current Centralised Investment Proposition and explore a fixed-fee health check.