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If you want peace of mind that your portfolios are performing as expected, IPS Consulting is precisely the service for you.
Successful investments are made up of multiple assets and strategies. This combination can create a level of complexity you may find difficult to interpret.
IPS Consulting alleviates uncertainty by monitoring investments and investment managers to ensure that your portfolios are on target to deliver their expected performance. As an IPS Consulting client, you will have a team working directly for you, acting in your best interests to ensure that your needs and objectives are being met.
Although our team liaises with your investment managers, we always work for you. IPS Capital is set up as a partnership, and as an owner-managed business, our success is wedded to the services we provide to you.
In our role as consultants, we are the eyes and ears for your wealth. Our experts understand the dynamics of your portfolio, and interpret it through the lens of your family to make it accessible and tangible.
Independence is a cornerstone of our business. This quality is applied using the rigour and discipline inherent in our firm’s culture to give you a clear, unambiguous understanding of your investments.
As your representatives, we provide you with guidance and advice, and ensure that your investment managers maintain the standards you expect.
When you work with us, you are choosing a team with a long track record as consultants for individual clients, families, deputies, trustees, and their clients. Our aim is to empower fully informed decisions by giving you control and making your investments simpler.
The IPS Consulting service
Whatever your needs, our team members are flexible in their approach and tailor their service to suit you. Below are some of the key areas we help with:
Objective assessment
Our team will take the time to understand your requirements, your attitude to risk, and what matters most to you. Using this information, we will create an investment policy framework based on your objectives. This framework gives us the mandate and understanding to analyse and review your portfolios to ensure they are aligned with your needs.
Portfolio risk review
Risk management is fundamental to ensure portfolios remain within the risk parameters agreed in the investment policy framework. Our specialists undertake a deep-dive analysis of each constituent asset, and assess how, on a portfolio level, each investment combines to provide an overall risk assessment.
Portfolio performance review and monitoring
In conjunction with the risk assessment carried out at the start of our relationship, we provide a detailed review of investment performance. Next, we monitor your investment managers to ensure they stay in line with your investment policy framework to achieve the expected level of performance, without stretching your risk levels. On your behalf, we challenge managers wherever necessary to keep them on track.
Cost assessment
Our team assesses the fees you pay to ensure costs are appropriate. Investing is not free, but the fees and charges you pay should be competitive, and not an unnecessary drag on investment performance.
Consolidated reporting
Investment valuation reports from different managers can be cumbersome to interpret and compare. To make matters simpler, we wrap all performance into a single report with as much detail in the executive summary as you are comfortable with. Our IPS Consulting team are all client-facing, making them experienced in translating investment jargon into ordinary language. How and when we report is up to you – after all, our service is built around your requirements.
ESG review
Investing according to ESG principles is important to an increasing number of people, but this approach can be very personal. Your own ESG principles can easily be incorporated into your investment policy framework. Our team can then use these preferences in our initial review and ongoing monitoring to ensure they are always being met.
Why IPS Consulting?
As independent investment professionals, we have invaluable insight into the investment strategies and operations of investment managers in our remit.
This makes our monitoring more in depth than simply a performance review. Because they know what to look for, our experts can identify elements of real substance from the investment managers we monitor on our clients’ behalf.
Some of the things that make us stand out include:
- Independent expertise provided by experienced investment professionals
- Insight gained from the experience of managing money
- A partner-owned business whose success is wedded to that of our service to our clients
- Clear, unambiguous reporting
- Personal representation with your investment managers, always acting on your behalf
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
I have worked with Simon Moriarty for a considerable number of years now, particularly seeking his advice on trustee investment strategies and portfolio management. Simon’s judgement and expertise are second to none, and have helped me avoid many a sleepless night!
James Hardaker, Partner, Stevens & Bolton LLP
I have used several wealth managers over the years, but I now rely almost entirely on Jonathan Blain at IPS. It is a very personal service, unlike many of the other larger companies. The information, both verbal and written, is splendidly concise, and their advice is shrewd and sensible. I would and indeed do readily recommend IPS.
John B., publisher
