After careful consideration, and a robust review process, the Boutique Advisers’ Investment Committee have expanded our research capabilities and have appointed Evidentia Group, a market-leading asset consulting firm, to replace our existing asset consultant, Zenith.
Evidentia’s role is to provide independent advice to the Boutique Advisers’ Investment Committee to assist with robust risk management, and oversight of our clients’ wealth portfolios.
Why Evidentia Group?
Lower Fees:
By leveraging Evidentia’s scale and subsequent negotiating power with fund managers, we have been able to access reduced fees on our clients’ investments. This will provide our clients with true Institutional pricing which is a great outcome.
Enhanced Investment Capability:
Our partnership with Evidentia will enhance our own in-house investment capabilities by combining our own deep investment knowledge and understanding of our clients’ financial needs with Evidentia’s market-leading insights and resources.
Market Leadership and Expertise:
Evidentia’s investment team has deep experience and are recognised as market leaders. Their industry knowledge and cutting-edge insights will be invaluable in navigating the ever-changing financial landscape and is a great addition to the Boutique team.
Enhanced Communications:
Our team at Boutique Advisers have developed some excellent material with Evidentia that will enhance our reporting and communications to our clients. Importantly it will keep our clients better informed as to what is happening in markets and with their portfolio. This was one of the important factors to us appointing a new Investment Consultant to ensure our clients have access to information in real time and in a format that is easy to follow.
If you have any questions about these changes please do not hesitate to contact the team to discuss in more detail.