We due diligence alternative investments for wealth managers

Tomlinson Research is an independent investment consultant that specialises in alternative investments.

 

Commingled investment funds and alternative investment strategies, including hedge funds, private debt and equity, infrastructure and venture capital, are often the largest type of investment in global portfolios, such as pensions and endowments. These can be complex investments.

 

The challenge for investors is the extensive due diligence necessary to benefit from alternative strategies. A lack of available resources can mean higher risks or lower returns for investors. This is where we come in.

 

Since inception in 2013, we have worked on over 130 projects for our clients, covering investments in both liquid and private markets. Our work has taken us to 14 cities in eight countries in Europe, the Americas and Asia. We work globally.

 

We provide endowments, pensions and wealth managers of all types with the necessary due diligence to allocate with confidence to alternative investments strategies.

Commentaries

February 2018

The World Got Scarier

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.

Read More

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.

Read More

December 2015

China Sneezes

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

PRIVACY STATEMENT

phone
+44 (0) 20 7111 0973

  • I became more agile in managing ambiguity. The immersive, interactive sessions of the CFA UK Ethical Leadership Pro… ,
  • Join other future-thinking senior leaders on the 3-day CFA UK Ethical Leadership Programme to discuss and debate pr… ,
  • *Last chance to vote* Submissions for the CFA UK Journalism Awards are pouring in - this year we are asking CFA UK… ,

Commentaries