Compass is our advisory service on the institutional landscape, detailing the:
Bringing these elements together with coherent advice and guidance in the first step of devising your strategic direction
Customised support in the following areas:
Getting your investment proposition ready for market.
Marketing of investment proposition to the end client and their advisers:
The above services can be applied to both end clients or specifically to investment consultants, depending on client requirement.
At each stage, call reports and follow up actions provided in a monthly report.