OUR PROCESS

“Unbiased, Objective and Practical”

We listen to what you want in order to:

Understand the purpose of the money, setting ambitious but realistic goals
Determine an investment policy statement
Identify a strategic asset allocation to achieve your aims

We design the structure of your Private Office and Governance arrangements:

Define who decides what, and to whom authority is delegated
Find the best professional advice and services
Avoid overdependence on any provider, manager or person

We recommend suitable investment professionals to manage your assets:

Assess their ability to meet your objectives
Negotiate the mandate and contractual terms
Oversee and report on the results

We implement the recommended structure and strategy:

Work with investment managers
Coordinate legal, tax, corporate finance, property and other advisers

We monitor the results, to ensure that you have the best chance of:

Achieving your objectives and the targets set, and
Maintaining control of the risks and cost

 

Owl Private Office LLP is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”).