Why use an independent investment consultant?
Whether you’re a trustee, accountant, solicitor or a wholesale investor, there will be times when you require advice about financial investment matters from an independent financial consultant. To support those holding fiduciary responsibilities, or to analyse complex investment strategies, Bradley Nuttall has, through experience and collaboration with research companies, amassed the necessary expertise and knowledge to provide objective, practical financial consultancy services.
We work with institutional clients in the following areas:
Writing and reviewing Statement of Investment Policy and Objectives (SIPO) documents
Portfolio monitoring and reporting
Sustainable and ESG Investing
- Selecting investment managers
- Trustee education
- Cost control and fees
- Investment systems review
- Risk management
- Regular investment benchmarking