Investment Consultancy

Our investment consultancy team specialises in helping clients set their investment objectives and strategy.  As part of our investment consultancy service, we can provide;

• Asset/liability modelling
• Cashflow analysis
• Advice on suitable long-term strategy
• Ongoing review and monitoring of this strategy
• Ongoing advice on appropriate short-term "overlays"
• Advice on risk management
• Performance measurement/manager review
• Advice on suitable benchmarks/targeted returns
• Regular reporting
• Regular meetings

In order to provide objective professional and impartial advice at all times, we do not provide investment management services.

David Gascoigne, Managing Director, is responsible for the provision of all investment consultancy services. 

For further information, please contact David.Gascoigne@trigon.co.uk