WGP / INVESTMENT PERSPECTIVE
A wider view of the portfolio.
Discuss asset allocation, portfolio exposures, manager review and the role of new opportunities in your client’s overall circumstances.
FOR ADVISERS & OCIOs
More support behind
the relationships you’ve built.
Explore investment collaboration with WGP and operating support from USG Strategy, around the work your clients need.
WORKING ALONGSIDE YOU
Begin with the client and the work.
You know your clients, their history and what matters to them. That understanding should guide any additional support.
Victoria can discuss where additional investment perspective or specialist collaboration may be useful. Where reporting preparation, records or recurring administration consume capacity, she can introduce USG Strategy to explore a defined operating scope.
USG STRATEGY / OPERATING SUPPORT
More time for the work
that needs your judgment.
Explore help with reporting preparation, information organization and recurring workflows. Scope, access, review responsibilities and fees are agreed before work begins.
Explore USG StrategyCLEAR RESPONSIBILITIES
Keep the relationship personal.
Make the responsibilities explicit.
Client relationships
Agree who communicates with the client and how any additional providers are introduced.
Review and authority
Define who prepares, reviews and approves the work. Any investment authority must be expressly agreed.
Information and access
Set the information needed, approved access and handling arrangements for the specific engagement.
BEGIN WITH WHAT MATTERS
What would help you serve your clients better?
Tell us what is changing, what concerns you, and what you want your wealth to make possible.
Start a conversation