Supporting Investment Advisors & Trustees
Helping You to Help Your Clients
We provide a suite of services to help you best serve your clients.
Firms providing investment services to retail clients should monitor and manage these on an ongoing basis. This requires reporting and analysis that supports transparent decisions.
Retail investors can often find it hard to follow the complexity and jargon of investments. Firms that simplify and explain, can create understanding and trust.
Founded by qualified investment professionals, Discovery IPS brings together over 50 years of experience in the asset and wealth management sectors.
Investment statements can’t tell the whole story. Show clients the performance of their portfolios in a simple way – even when it’s down.
Explain key investment topics to your clients during meetings in an easy and visual way. A picture (or chart), says more than a thousand words.
Educate your clients about the markets, economy, and investments. Build long term relationships, trust, and engage the next generation.
Keep clients updated on key developments. We create and customise a newsletter with your brand, so that your clients hear only from you.
We provide customised analysis of existing and proposed investments to support your decision making. Compare options, and review asset managers performance with our independent input.
Review the performance and attribution of model portfolios managed or recommended by you, to focus on the underlying drivers and monitor triggers for considering changes.
We can help you with model portfolio construction, and long term Strategic Asset Allocation. Or if you already have a process that works, we provide an independent review and suggestions.
We review the performance and value for money of the funds used in your model portfolios. This provides an independent validation or surfaces potential changes or reviews.