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Private Banks &
Family Offices
Assessing Client Suitability
Outsourced Manager/Fund selection
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Comprehensive examination of current fund offerings in client portfolios. Includes checking documentation, verifying suitability, and conducting due diligence.
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Focused on suggesting value-added changes rather than providing fund lists.
Approach – Tailored to Your Needs
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Developing practical solutions for clients with ongoing fund reviews.
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Collaborative yet challenging approach, tailored to individual client requirements.
Key Services
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Single Asset or Multi-Asset Class Research: Expertise across all investment classes.
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Proprietary Quantitative and Qualitative Process:
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Leveraging years of fund selection experience.
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Combining quantitative analysis with proven high-quality qualitative research.
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