Investment research mandates
Future focused analysis of an agreed investment question, asset, company, sector or market theme.
ENGAGEMENTS & FEES
Private proposals. Clearly defined scope.
Future professional engagements will be shaped around the investment work required, with fees discussed privately rather than published as generic packages.
ENGAGEMENT FORMATS
Professional work, clearly scoped.
Once services open, the right format will depend on the investment question, complexity and deliverables required. We will define these before quoting a fee.
Portfolio & strategy engagements
Future personalised work shaped around objectives, time horizon, diversification and risk, subject to applicable authorisation.
Institutional investment projects
Structured market intelligence, investment research and strategic support with documented milestones and responsibilities.
HOW FEES WORK
A formal proposal before any work begins.
Fees are tailored to the scope, complexity and deliverables of each engagement. The written proposal confirms the work, timeline, total fee and important limitations.
Initial conversation
We will clarify the objective, investor profile and intended outcome.
Scope the work
We will establish the deliverables, inputs, limitations and timeline.
Written proposal
You will receive a formal proposal confirming the scope and total fee.
Approval before work
No work will begin until services are available and the proposal has been accepted.
CONTACT
Discuss the scope privately.
Tell us what you would like to discuss and we will respond with a clear next step.