Putting consultants and their clients first
We place dialogue and trust at the heart of each and every relationship. We are open, transparent and fully committed to providing consultants with all the information they need to advise their clients. Comprehensive and ongoing access to a wide range of resources is available, covering our strategies and risk monitoring approach, as well as a full suite of standard or customised reports. We also share our research and ideas to help them build investment solutions tailored to their clients’ requirements
We recognise that, in a changing and increasingly challenging financial environment, adaptability is crucial. We apply our forward-looking research, our creativity and innovation to continually enhance our offerings to better meet the needs of our clients.
Personalised and proactive client service
Our sales, consultant and client service teams deliver a highly personalised, proactive service based on in-depth market knowledge and their research and understanding of the challenges clients face
Our focus is on building long-term relationships. Providing consultants and clients with ongoing support is key. We aim to achieve this through:
- An efficient onboarding process
- High quality reporting with clear, detailed explanations, disclosures and data analysis
- Full range of standard and customised reports
- Expert handling of investment, operational and legal queries
- Regular access to the portfolio investment team
- Bespoke research
All consultants receive the latest research from our investment teams. Our research is the outcome of the search for enhancements to our risk and investment techniques.
Insights and research from Unigestion >
Consultants also have full access to information on their clients’ investments at all times and our client service team is on hand to answer any further questions they may have.