A New Business Model
Wealth manager brand recognition is based on client service, relationship and portfolio management. Research simply facilitates this and is easily outsourced.
Find out more
Essential Choice
Sophisticated clients have unique investment preferences and flexible research is essential to provide choice.
Find out moreFUNDAMENTAL RESEARCH
As well as industry standard qualitative and quantitative analysis of fund managers, we focus on investment fundamentals rather than strictly performance based statistics.
Our web based alternative investments platform, OCIOconnect, is a highly selective and focused alternative investment research solution for wealth managers.
A changing competitive environment requires adaptation in order to succeed. Since 2008, wealth management industry asset growth has trended down to single digits while cost-income ratios have increased double-digits. Net inflows of new client assets have been minimal; indeed asset growth is mainly through rising asset prices.
Good research and portfolio management are crucial. And more than just cost cutting, we believe a new business model that offers better investment management and more cost efficient delivery is required.
February 2018
In Steven Spielberg’s film, The Post, Meryl Streep plays Washington Post CEO Katharine Graham, who famously faced down the Nixon White House over the Pentagon Papers in 1971.
Graham risked going to jail by publishing them, but by doing so completely undermined the case for the war in Vietnam. Once these facts became clear, public opinion shifted. High stakes and great real-life drama.
January 2017
London offers tremendous theatre, from marquee West End shows to excellent fringe venues, including my favourite the Finborough. But even these pale in comparison to the political theatre of 2016. “Brexit” and “Trump” both seem to offer a kind of 21st century mercantilism, seeking to gain national advantage, though not necessarily global benefit, by ripping up existing trade agreements and starting all over again.
December 2015
The 6 year old global recovery is fraying at the edges and the big change is of course China’s economic performance, where growth has downshifted considerably. This is well worth a closer look. Read More
