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Specialism: Business Services Financial Advisory & UHNW Services Private Investment Offices
Company: Odey Wealth
Location: St Peter Port, Guernsey
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Number of people in the business services team: 30+
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Ensuring a consistent approach
A global trust services provider was trying to achieve a consistent approach to portfolio monitoring across teams, offices and jurisdictions. The process in situ was more autonomous and disjointed.
Jonny was able to articulate and guide ARC’s involvement so as to keep the numerous parties apprised and satisfied. With a focus on placing performance into context, ARC was able to deliver a series of reports and presentations that accomplished the firm’s primary aim, and continues to do so.
Through the relationships formed, Jonny has consequently been called upon to assist with inquiries ranging from investment manager suitability to individual risk profiling; from investment guideline drafting to trustees training presentations.