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Silver Partner 2018
ARC Group (“ARC”) provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers. Asset Risk Consultants is the investment consultancy arm which assists families and large charities with their investment matters, by providing an independent view and analysis which enables clients to understand what each investment manager is doing for them. We provide them with reassurance and peace of mind regarding their personal wealth in an industry which is full of jargon.
We provide advice and written reports to our clients and sit alongside them at meetings with their investment managers. We seek to help demystify the discretionary investment management business and allow clients to see what progress they are making both against their own objectives, the industry average and other available options. We either operate to review existing wealth setups or help clients set up new arrangements, as necessary. This may involve manager selection and ongoing monitoring. Often we operate alongside other existing advisors like lawyers, accountants or trustees, to ensure that the client receives input across the board.