Investment consultancy
Helping family investment companies, private clients and trustees
evaluate the performance of their investment managers
What Services We Provide
Take a look at our main services
Find an investment manager
Helping you to select the most appropriate investment manager(s) for your specific needs
Investment performance analysis
Monitoring the performance of your investment manager(s) using bespoke, risk adjusted benchmarks that accurately reflect the exact level of risk they are taking
How Do I Know If I Need an Investment Consultant?
Finding the right investment manager(s) for the specific needs of you and your family can be a daunting prospect.
The wealthiest families can afford to set up their own Family Office and employ someone to help them. The majority are simply not wealthy enough to make this a viable option.
Our service will help you:
- Save time
- Save money by negotiating a reduction in the fees and charges which you would otherwise pay or are paying
- Understand the investment industry’s definitions of risk, and how these play such an importantbig part in both the initial structuring of your portfolio and the ongoing management of it
About David Biddle
Investment consultant
”Over 24 years experience in the private client investment management industry”
When I started working in the private client investment management industry back in 1994, a typical balanced portfolio comprised circa 60% in equities or equity-based funds, 30% in Gilts or other fixed income securities and 10% in cash. UK interest rates were between 5% and 6%.
People I’ve Worked With
“I have known David for over 20 years and during that time worked with him on some of my largest clients. David is well known and respected in both the investment management world and by private client advisors throughout the legal and accountancy professions”
“I have known David for over 20 years and always found his views and knowledge very helpful. David is a well-known and respected figure in the investment management industry. He has an extensive network of professional connections throughout the legal, accountancy, tax and investment management fields. Very much has his hand on the pulse of what is happening.”
Want to learn more?
Leave your contacts in this form and we will contact you.
Contact
Phone
Address
Kemp House, 152-160 City Road, London, EC1V 2NX
