Our Consulting Services

Investment oversight is an absolute duty of a trustee, and regulatory-themed visits often cite weaknesses in this area. A fresh review of this process by an independent professional will help to identify risks and solutions, including possible efficiencies and new revenue opportunities.

We can join, and if required chair, the investment oversight committee to further strengthen this aspect of a fiduciary business. We focus on leveraging this activity to improve your teams’ engagement with their clients to ensure your business is perceived as their trusted adviser.

As a fiduciary knows, investing is never about one individual, but multiple beneficiaries and factors. Altair Consulting provides the skills and experience to define and leverage suitability through a fiduciary lens, for the benefit of your business and your clients. We can tailor Investment Policy Statements and provide guidance to reduce fiduciary risk and improve client engagement.

Fiduciaries often deal with a multitude of investment managers, resulting in increased costs which they may struggle to recover. Altair Consulting will enable you to have a clear process around future manager selection that will focus on time-spent recovery for value added work and, in turn, leverage referral opportunities from Asset/Wealth Managers.

Whilst a fiduciary is not expected to be a subject matter expert, they need to know the appropriate questions to ask of their appointed investment professionals. Altair Consulting will run workshops to help you maintain best practice on new processes or technical areas to ensure your governance model is well defined and robust. Investing in improving your staff’s knowledge will not only enhance client experience, but will also support your ability to recruit, grow and retain.

Altair Consulting can provide individuals to meet your economic substance needs where you need to evidence you have skills, experience and qualified professionals. Subject to your needs this service may be provided through our Altair Directors regulated business.

We also undertake independent reviews where our unfettered views can add value to the family who, like their investment team, may be too close to identify possible weaknesses and opportunities.

The role of company secretary is critical to good corporate governance, ensuring the company is compliant with companies legislation and regulation, as well as its memorandum and articles. We can support a Registered Person to evolve and enhance their existing corporate governance processes in their day-to-day administration of corporate entities, providing a consistent approach and best practice. This will both enhance client service and reduce business risk. We provide a solution to assist with project-based work, cover staff shortages, training, or other support needs.