The investment range has become harder to navigate.
New strategies, legacy solutions and different client needs have added complexity. You want to establish the role of each part of the range and a clearer story for advisers and clients.
Wealth managers & investment firms
Bring your proposition and business into step.
A strong investment offer needs a business that can explain it, oversee it and deliver it consistently. Allington helps wealth managers and investment firms connect proposition decisions with the people, processes and governance needed to put them into practice.
Recognise the challenge?
When a fresh perspective
can make a difference.
Teams see different parts of the same problem.
Investment, client-facing and operations teams are working around inconsistent information or unclear handovers. Leadership needs a joined-up view of what should change and who should own it.
Change is stretching senior capacity.
Growth, an acquisition or a leadership transition has created decisions that cannot wait for the next permanent hire. You need a defined piece of work or experienced support alongside the existing team.
Where we can help
Support for the decisions
behind your business.
The work starts with your proposition and business priorities, then connects the disciplines needed to address them. Every service is available, with scope shaped around your firm.
Sharpen the commercial direction
Clarify which clients and distribution relationships the firm is best placed to serve. Review how the proposition, service commitments and pricing support that direction, and identify competing priorities.
Strengthen the investment framework
Review the structure of your portfolio range, research, selection and monitoring. Clarify investment committee responsibilities and the evidence behind decisions, so the proposition is easier to explain and oversee.
Connect teams and workflows
Examine how investment decisions flow into implementation, reporting and client service. Identify gaps in ownership, recurring exceptions and capacity constraints before designing practical improvements.
Bring acquired businesses together
Assess differences in propositions, investment processes and operations. Establish what should be retained or aligned, the decisions required and the sequence for integration alongside other transaction specialists.
Prioritise technology and information
Translate investment and business needs into clear system requirements. Review data ownership, reporting and provider options, and assess specific AI opportunities against usefulness, oversight and implementation effort.
Add focus to leadership and governance
Clarify who makes which decisions across investment, commercial and operational leadership. Review committee effectiveness and define the advisory, interim or part-time senior support needed through a period of change.
These are examples of how we can help. The full service range is available to every type of firm.
Explore all six servicesWork you can put to use
A decision.
A plan.
A way forward.
We agree the outputs before work begins. Depending on your priority, an engagement could deliver:
- A proposition and portfolio range review identifying overlap, gaps and priorities.
- An investment committee framework with defined responsibilities and decision records.
- An operating model showing how investment, client and operations teams work together.
- A sequenced change plan linking leadership decisions to delivery responsibilities.
A practical starting point
Start where the proposition and business meet.
Bring a question about the investment offer, the operating model or the capacity to deliver a planned change. The initial discussion can establish the decision required and which perspectives need to be involved.
Discuss a first stepAn initial conversation is without obligation. Scope, timing and fees are agreed before any work begins.
What a focused review might explore
- The proposition or business priority under review.
- The teams affected and the decisions still unresolved.
- The existing work, constraints and leadership capacity.
The intended output
An agreed review could provide a clear diagnosis, options for the leadership team and priorities for the next stage.
Direct senior involvement
Work with the person
doing the thinking.
The practice is led by Tom Wareham, with experience across investment management, corporate strategy, risk management and governance, and team leadership.
You work directly with Tom Wareham to define the question, develop recommendations and agree any support needed to put them into practice.
Meet the practiceBefore we get started
Questions you
may be considering.
Can you work alongside our existing investment team?
Yes. An assignment can provide challenge, review a defined process or add senior capacity around a specific priority. Responsibilities are agreed with your team, and investment management remains with the firm and its appointed providers.
Can we start with one committee or part of the proposition?
Yes. A review can focus on committee effectiveness, one portfolio range, a research process or a particular handover. Wider changes need only be considered where the findings show that they matter.
Can you support delivery after a review?
Yes, where agreed. Support can include planning, coordination, oversight or a defined interim role. The scope sets out which decisions and activities Allington will support and what remains with your team and specialist providers.
Your next conversation
What would you like
to move forward?
Tell us what is happening in your firm and the decision you are trying to make. A few sentences are enough to start.