For large private clients and family offices where a combination of external investment managers have been appointed to manage the client’s assets, Maitland can leverage its expertise in analysing external investment managers (see investment process) to fulfil an oversight function for the total net wealth of its clients.
This service includes:
- developing and ongoing revision of the overall investment strategy
- assisting the client implement the investment strategy
- quarterly performance reviews and risk monitoring at the level of both the individual managers and the overall portfolio
- quarterly consolidated asset statements and performance reporting.