IIC
Helping Family Investment Companies, Charitable Foundations, Private Clients & Trustees evaluate the performance of their investment managers.
Why work with us
“There are very few firms providing an independent investment consultancy service who do not also offer to manage your money, which can muddy the waters. This makes IIC highly unique and incredibly valuable.”
What we do
Director Spotlight
Read more on David's expansive 24-year career in the private client sector.
Benefits for you
Finding the right investment manager(s) for 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. For the majority though, this simply is not a viable option. If you’re in this majority, our services will help you:
Save valuable time trying to navigate a very complex and wide-ranging industry where fees and benchmarks are often overlooked.
Save money by negotiating a reduction in the fees and charges which you would otherwise pay or are already paying
Understand the industry’s definitions of risk, and the vital part these play in structuring your portfolio and the ongoing management of it
Ask your investment manager(s) the right questions. This is not an easy task if you do not work in the investment management industry
Monitor the performance of your portfolio and the risk which your managers are taking, and make better informed decisions as a result
Benefit from David’s extensive experience in the investment management industry, knowing that IIC are not trying to sell you advice or management
speak to us today
Not sure what you’re looking for? We’ll help point you in the right direction.