The advisory mandate
Every element of a traditional consulting mandate — led at senior level and supported by modern analytics. No juniorised delivery, no layered sub-contracting — senior counsel, aligned to your fund alone.
On an advisory mandate, your fund pays for the advice and your board owns it — and any related-party recommendation happens only with full written disclosure and your board’s prior approval, under our conflict-of-interest policy. So strategy, manager selection and implementation answer to one thing — your members’ outcome.
Investment Policy Statement design and annual review.
Long-term allocation and life-stage modelling.
Research, due diligence, monitoring, termination and fee negotiation.
Quarterly performance, attribution and risk reporting to the board.
Continuous compliance monitoring and governance support.
Private equity, infrastructure and private-credit due diligence.
Liquidity, withdrawal-behaviour and cash-flow planning.
ESG integration and transformation assessment and reporting.
Structured training that helps trustees interrogate proposals.
One fixed annual fee covers the full mandate. It is not asset-based, so our fee doesn’t rise just because markets do.
No hourly extras and no hidden lines — one transparent fee, agreed up front, for the full advisory mandate.