Client standards
What clients should expect from an investment relationship.
A strong investment relationship needs more than periodic performance conversations. These standards define how decisions, risks, costs and changing circumstances should be communicated throughout the relationship.
We explain the role, risks, liquidity and trade-offs of a decision before relying on technical detail.
Clarity
Plain-language explanation
Portfolio decisions should follow agreed objectives and evidence rather than short-term headlines.
Discipline
Process over prediction
An opportunity is relevant only if it serves the client’s objectives, constraints and total portfolio.
Alignment
The mandate comes first
Fees, structures, incentives and liquidity should be understood before capital is committed.
Transparency
Costs and complexity visible
Client information and sensitive financial circumstances should be handled with appropriate care.
Confidentiality
Discretion by default
We revisit material facts, portfolio exposures and client circumstances as the relationship evolves.
Review
Assumptions can change