Relationship Management

Independent advice and outsourced services for companies, investment banks, brokers, asset managers and law firms.  

Corporate client assessment services

We provide a dedicated relationship management service for a range of advisory companies who are looking to enhance the relationship with their corporate clients. This service is tailored to the needs of individual firms and is scalable to any size organisation.

Bespoke service

Our assessment service is fully bespoke utilising a combination of face-to-face interviews and on-line surveys. We work closely with advisors and their clients in order to provide an in-depth analysis of the relationship.

Independent analysis

Our service is fully independent with the sole aim of enhancing the relationship between advisors and their clients. We provide full assessment reports highlighting any areas in need of change along with action plans and timetables.

Fully scaleable

The service is fully scaleable to any size organisation and can be carried out for single clients or for the entire client portfolio of an investment bank, broker or PR firm. The service can be provided as a one-off exercise or as part of annual reviews.

Specialist or full service

Given the bespoke nature of our assessment, client reviews can be varied to focus on single areas for specialist advisors to all elements of the client service for fully integrated investment banks.

Highly experienced

Our assessment service is carried out by highly experienced individuals who have worked for large institutions and specialist firms. We fully understand the needs and challenges of  corporate client relationships and we are committed to providing a flexible, efficient and valued-added service.


Making life simpler

Our aim is to help you to focus on what you do best.  We are experts in our chosen fields. Our advice is always as clear and as simple as possible; independent and appropriate to your business. We strive to be fair in our business conduct at all times.  

“How you gather, manage and use information will determine whether you win or lose”  

- Bill Gates