Search Results: Investment Governance

2 results:

Updating investment governance approaches

4 Nov 2020

Case studies

The feedback we received showed that we were appointed partly because the client thought we had fully listened to their issues and to what they were seeking to achieve and demonstrated that in our suggested scope and approach.

Getting from A to B: Investment Governance

13 Dec 2021

Case studies

Recently we supported two clients to change their investment advisory arrangements. Both shared a similar goal in wanting to discharge their fiduciary responsibilities as effectively as they could, but both had different ideas about how to achieve this.