Our unique combination of financial and legal services…

We use benchmarking to analyse the performance of our portfolios, employing ARC research to power our insights. We can also review your existing portfolio and offer alternative solutions where we feel improvements could be made.

ARC’s Private Client Indices series are a leading set of industry benchmarks that allow us to compare our investment portfolio performance with other, professionally-managed portfolios.

We use ARC as they are representative of the industry as a whole. They use over 130,000 portfolios from 80 investment managers across 5 major currencies to construct the indices. We can be confident that when we are comparing performance between portfolios it’s a like-for-like comparison in terms of the overall aims and profile of the portfolio.

For more information, please get in touch.