We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants).
The 3D Award enables private clients, charities and wealth management professionals to identify investment managers that have demonstrated a superior standard of transparency.
ARC’s 3D Award is an independent endorsement of an investment manager’s commitment to the principles of transparency, engagement and integrity. Along with the Due Diligence Questionnaire, actual client performance data is collected and evaluated. Discussions with key decision makers and those who support them provides the understanding of the firm’s investment processes and drivers and ensure they are sustainable.
Roddy Buchanan, Head of Wealth Management, said “We are delighted to have been recognised for our performance and the superior standards we provide to our clients on an ongoing basis.”