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IAM Advisory Investment Support - IAM Advisory

IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all. Material aspects in the management of investment portfolios. The service is unique in its approach and suitable for anyone with a direct or fiduciary responsibility for investments, irrespective of size or complexity. The service is delivered at a level that is accessible to any client with, if required, skill transfer and training being part of the process. A short overview of our approach.

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Piet Whitehorne

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Gue●●●sey , Channel Islands, GY1 1BP

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IAM Advisory Investment Support - IAM Advisory | iamadvisory.com Reviews
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IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all. Material aspects in the management of investment portfolios. The service is unique in its approach and suitable for anyone with a direct or fiduciary responsibility for investments, irrespective of size or complexity. The service is delivered at a level that is accessible to any client with, if required, skill transfer and training being part of the process. A short overview of our approach.
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IAM Advisory Investment Support - IAM Advisory | iamadvisory.com Reviews

https://iamadvisory.com

IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all. Material aspects in the management of investment portfolios. The service is unique in its approach and suitable for anyone with a direct or fiduciary responsibility for investments, irrespective of size or complexity. The service is delivered at a level that is accessible to any client with, if required, skill transfer and training being part of the process. A short overview of our approach.

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iamadvisory.com iamadvisory.com
1

Advisory Service - IAM Advisory

https://iamadvisory.com/services/advisory

IAM Advisory has over 30 years experience in developing effective investment structures that put the investor in control of all. The risks involved in managing an investment portfolio. This service is used by the full range of client types from sovereign wealth funds, endowments, pension funds, family offices, captive insurance, high net wealth and trust funds. Investment advisory service comprises:. An initial review process (which includes the strategic review, risk profiling, the determination of appr...

2

Trustee Service - IAM Advisory

https://iamadvisory.com/services/trustee

Fees for the trustee service are a function of both the number and the size of client structures and the level of detail required. St Peter Port,. 44 (0)207 467 3852.

3

Initial Strategic Review - IAM Advisory

https://iamadvisory.com/our-approach/initial-strategic-review

The initial review is a thorough and rigorous process through which we seek to explore, understand and set out all aspects of a client’s circumstances. Among other issues, the review considers and details:. The size and structure of the current fund;. Any existing investment guidelines and objectives;. The size and timing of expected inflows and outflows;. Net liability projections;. The client’s tolerance of and understanding of risk. Full profiles of the main beneficiaries and/or stakeholders;.

4

Services - IAM Advisory

https://iamadvisory.com/services

We operate three main areas of investment business; advisory, trustee and forensic. Our trustee service is designed for the professional trustee and provides many of the benefits of the advisory service but across the trustee’s entire client base. The service enables the intermediary to meet all of its fiduciary responsibilities for the management of its clients’ investments through our well-established systems, procedures and institutional-quality advice. St Peter Port,. 44 (0)207 467 3852.

5

Forensic Service - IAM Advisory

https://iamadvisory.com/services/forensic

Our forensic service is a response to the growing trend for litigation to resolve investment management issues and the attendant expense and reputational risk that such litigation implies. We can provide the following elements:. An audit service to review individual client structures or an entire client base. We will identify problem areas - anticipating and preventing the causes of disputes before they occur and give advice on risk control procedures going forwards. St Peter Port,. 44 (0)207 467 3852.

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IAM Advisory Investment Support - IAM Advisory

IAM Advisory provides an independent and comprehensive service offering advice and support for our clients in all. Material aspects in the management of investment portfolios. The service is unique in its approach and suitable for anyone with a direct or fiduciary responsibility for investments, irrespective of size or complexity. The service is delivered at a level that is accessible to any client with, if required, skill transfer and training being part of the process. A short overview of our approach.

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