UK wealth manager launches private investment consultancy service

UK based wealth manager RiverPeak has announced the launch of its private investment consultancy service for individuals, families and charities.

The new service aims to bring a structured approach to the appointment of investment managers and the establishment and on-going monitoring of investment portfolios.

It is to provide oversight of client portfolios through meetings with clients and detailed analytical reports. These reports will include both qualitative and quantitative analysis of portfolios as well as thoughts and observations relating to asset allocation.

RiverPeak will also monitor the performance of portfolios against agreed benchmarks. Among other duties, the firm will be negotiating fees with banks and investment managers on behalf of clients.

RiverPeak has been established in 2013.

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