Dedicated BDMs
• Strategic guidance on evolving investment trends and Investment Committee output.
• Personalised expert support and conduit to provider insights and contacts.
• Automatically receive quarterly Investment Committee outputs.
Technology and infrastructure
• A ready-made tech structure for smarter investing through Defaqto Engage.
• See the bespoke investment universe in line with the Investment Committee output.
• Access to leading solutions whilst working within a fully compliant, audit-ready framework.
Find out more, here, or contact the team at here.
March 2026 | 13