RiverPeak offer combined experience of over 60 years of working with wealthy individuals and families, and the team have a thorough understanding of the way in which financial institutions both manage their clients’ money and, importantly, charge for their services.
The ‘Private Investment Consultancy Service’ brings a structured, disciplined approach to the appointment of investment managers and the establishment and on-going monitoring of investment portfolios.
The service provides oversight of client portfolios through meetings with clients and easy to read, detailed analytical reports. These reports will typically include both qualitative and quantitative analysis of portfolios as well as detailed observations relating to asset allocation. RiverPeak will also monitor the performance of portfolios against agreed benchmarks.
We also negotiate fees with banks and investment managers on behalf of clients. The team at RiverPeak know that there is little market intelligence relating to industry ‘norm’ fees and costs that is easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mean that they are able to highlight areas where more competitive fees could be negotiated.
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