Investment Consultancy 
If you are a company director or pension scheme trustee and want to invest, quite naturally you want it to be a success. For that reason, it’s vital you are in contact with skilled portfolio managers to help you manage your strategy.
At Cooper Parry, our investment consultancy team can access and analyse information only normally available to large investment institutions.
We use our experience and skills to help you feel confident that you have chosen the right people to manage your money.
How we identify your investment objectives and benchmark your portfolio
- We’ll analyse your investment objectives, risk tolerance and any investment restrictions to create an asset allocation model.
- We’ll create a benchmark to measure your portfolio’s performance.
How we appoint your investment manager
- We’ll search and select appropriate investment managers through interviews and thorough background searches.
- We’ll negotiate fees with investment managers, based on our in-depth knowledge of the investment market place.
How we manage your investment
- We’ll monitor investment managers to ensure they are performing at their optimum for you.
- We’ll provide sophisticated analysis of what we can deliver to you in terms of value against risk taken.
- We’ll provide regular reports.
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