Bespoke
we appreciate that each Client's requirements are different and we can adapt easily. Our team integrates seamlessly with your process in a manner that adds value and best serves your needs.
Independent
we are not transaction or commission driven; we are focused on providing a comprehensive and connected analytical service that complements and existing approach.
Discrete
All our dealings with client’s commercial data and knowledge is conducted on an entirely confidential basis.
We are a totally independent business that strives to set the benchmark for client service in our industry. Core characteristics of our services include:
Our Services
​
No two clients' needs are the same and our bespoke service is adapted to fit as seamlessly as possible with their own existing investment process or framework. We are practitioners of technical analysis as opposed to prophets. Our approach is to aid and assist, not impose.
We provide solutions for Family Offices, Long/Short Fund Managers, Structured Product managers, and Long only pension managers.
​
BESPOKE MACRO
A regular deep dive through the key asset classes
BESPOKE PROJECTS
Ad hoc requests, client driven. Generally thematic or sector specific requests
Regular reports on focusing on US and European Equity Benchmarks in partcular the S&P 500 and STOXX Europe 600 Index
BESPOKE EQUITIES
Periodic updates on client portfolios. A technical overview of an existing portfolio or watchlist
PORTFOLIO REVIEWS
BESPOKE SCREENING
Ad hoc screening requests with the goal of reducing large samples to much smaller more manageable lists
Please reach out at any point if you would like more information...