Philosophy

We adhere to a number of strict professional standards in all our dealings with both our wealth manager clients and potential art fund providers. Our service is:

Independent and focused

We are an independent wealth management consultancy.  We specialise in art wealth management and fund manager identification and assessment and do not provide any other form of investment service.  This avoids any potential conflict of interest and ensures an exclusive focus on the identification process.

Comprehensive and exhaustive

We aim to include in the request for proposals for any given mandate as comprehensive a group of potentially suitable identified art fund managers as possible and we subject every proposal to objective analysis. We do not pre-screen managers, but prefer to enter each engagement with a completely open mind, approaching all potential providers, obtaining their most up-to-date data.

Transparent and client-centred

We maintain transparency at every stage in the manager identification process. Client-articulated requirements are translated into tailored questionnaires. The client is given a clear, concise, comprehensive and consistent written report of each submission, ensuring an audit trail and rationale for all decisions made.

Experience

For every engagement, our collective experience and expertise and our proprietary technology are brought to bear in managing what is often a highly complex identification process. Every step of the process ensures a "level playing field" by which to compare all art fund manager participants.