Our Services

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

Corporate Governance

We provide advisory services on a range of corporate governance issues for UK companies, investment banks, and stock broking firms. This includes corporate board assessment, advisor evaluation and investment manager evaluation reviews for listed investment trusts.


Corporate Governance

Outsourced Administration

For investment banks and brokers we advise on all aspects of client account management (CAM) and provide an outsourced administration service for in-house CAM systems. We also provide a bespoke employee performance measurement service.

Outsourced Administration

Relationship Management

We provide a fully independent relationship assessment and performance evaluation service for advisors and their corporate clients. This is undertaken by a combination of face-to-face interviews and bespoke on-line performance assessment questionnaires.


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.  

 

“The best way to find yourself is to lose yourself in the service of others”

– Mahatma Gandhi

Relationship Management

Expert Witness

We provide an expert witness service for litigation involving all aspects of the equity and fixed income markets. Where we do not have in-house experts available we also offer a search facility from our network of contacts to provide the best qualified individuals.

Expert Witness