ABOUT

Jeremy Graham-Higgs, Managing Director and Founder of JGH Investment Consulting, is able to draw on over 20 years industry experience to deliver tailored solutions for advice practices and other wholesale clients.

Services

Portfolio Construction

JGH Investment Consulting (“JGHIC”) offers portfolio construction services covering asset allocation, fund selection, investment objective setting, investment committee participation and performance reporting.

Managed Accounts

JGHIC provides specialist advice on the construction and development of bespoke managed portfolio solutions to independent financial advice practices.

Independent Fund Research

With extensive experience researching retail managed funds and working within advice research arms JGHIC can provide unique insights into product offerings that add value to both advisers and product providers.

Approved Product List Management

We have lengthy experience building and maintaining Approved Product Lists (“APLs”) within advice businesses including work to constrain existing APLs to mitigate risks.

CONTACT US

JGH Investment Consulting provides advisers with bespoke solutions to portfolio construction and managed accounts. Contact us to discuss a tailored managed account solution for your practice.