Our specialist team is here to help our clients navigate the world of investment management and give them confidence in their choice of investment manager.
This process begins with an in-depth discussion about your money and objectives. We then produce a shortlist of high-quality investment managers whom we think would be best suited to your particular requirements. We guide our clients through the selection process. Once you have chosen an investment manager, we attend regular review meetings and offer an ongoing and entirely impartial view of how they are performing.
Our own Weatherbys Investment Services team supports the process by regularly assessing our existing panel of investment managers for quality and reputation.
- We continually monitor the investment world for new partners who meet our high standards.
- We work with technically excellent investment managers of good reputation and with strong and stable businesses.
- We combine investment expertise with the complementary and essential qualities of industry knowledge and business sense.
- We use our size and reputation to negotiate the best possible cost for our clients.
We would be delighted to discuss your existing investment arrangements and how we could help you to maximise your financial performance.
For more information, please email Nick Ryder, or call +44 (0)207 2929 015.