Investment consulting for individuals and trustees

We work with individuals and trustees worldwide and review existing investment objectives, constraints, asset allocation ranges and benchmarks. We lead a rigorous due diligence process to select an appropriate investment manager. And finally, we highlight the importance of review and provide ongoing portfolio performance monitoring and evaluation.

Define investment objectives and strategy

  • We lead discussions to understand your investment requirements, philosophy and restrictions.

  • We define your investment profile, clearly documenting your objectives, philosophy, risk budget and time horizon.  

  • We specify your investment parameters including the universe of permitted investments, strategic asset allocation, asset class ranges and performance benchmarks and restrictions.  We highlight any ethical, tax or liquidity restrictions which might apply.

  • We review your investment governance framework and assure that a clear and efficient decision-making process is in place.

Implement strategy

  • We coordinate an independent, rigorous and disciplined exercise to select appropriate third party investment organisations to implement your investment strategy, performing quantitative and qualitative due diligence on candidates.

  • We document the process with a full audit trail.

  • We negotiate competitive fee arrangements.

  • We co-ordinate the implementation process, assisting you with the administration, ensuring your investment portfolio is consistent with the agreed criteria and strategy.

Performance review

  • We implement a bespoke reporting solution to monitor investment performance relative to your mission and objectives.

  • We provide independent challenge on investment manager activity.

Contact us

Marcus Porter

Director, PwC United Kingdom

Tel: +44 (0)20 7804 9013

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