02 / Investment Consulting

An investment proposition your firm can explain and oversee.

Bring clarity to your investment proposition, research and governance. Allington helps firms review how investment choices are made, documented, monitored and communicated, with an approach proportionate to their size and resources.

Discuss your priorities

When we can help

Does this
sound familiar?

Your advice firm uses external investment solutions and wants a clearer basis for selecting and overseeing them.

Your model portfolio range has expanded, making the differences harder for advisers and clients to understand.

Your investment committee needs better evidence, clearer decisions or experienced independent challenge.

The work

From the question
to practical progress.

Clarify the investment proposition

Review the clients it serves, the investment beliefs behind it and the role of each solution. Identify unnecessary complexity and gaps in the overall approach.

Strengthen investment governance

Clarify committee responsibilities, decision rights, documentation and escalation. Make oversight useful to the business and proportionate to its scale.

Make research and oversight consistent

Review the process for assessing funds, managers and external solutions, including due diligence, approved lists, monitoring and decisions when circumstances change.

Support investment leadership

Provide senior challenge, committee support and advice on investment team structure. Help advisers explain the proposition and the reasoning behind it.

What you take away

Useful outputs.
Clear ownership.

Depending on the assignment, your work may include:

An investment proposition review with prioritised recommendations.
An investment governance and committee framework.
A portfolio range or managed portfolio service (MPS) architecture review.
A documented research, selection and oversight framework.

Your first step

Review the investment question that matters most.

Start with the whole proposition or a specific concern, such as committee effectiveness, overlapping solutions or oversight of external providers.

Talk about a focused review

What we might look at

Your proposition and current investment solutions.
Relevant committee, research and monitoring documents.
The questions your advisers and leadership team need to resolve.

What you leave with

A practical view of what is working, where the gaps are and which changes deserve priority.

The scope

This is consultancy to professional firms on investment propositions, processes and governance. Allington does not manage client portfolios or provide personal investment recommendations to retail investors.

Connected support

Also worth exploring.

Leadership, Governance & Organisation

Clarify who decides and who delivers, strengthen governance and access experienced support through growth, change or leadership transition.

Strategy, Growth & Proposition

Decide where to grow, which clients to serve, how to price your services and what to prioritise next.