Astewt Consultancy

Processes permeate all aspects of investment management from deciding what to buy or sell to executing trades; from meeting client expectations to meeting business obligations to stakeholders. These processes are often thought of as bureacratic and administrative burdens. Properly organised and efficiently controlled these processes can provide consistency of delivery, improved investment performance and the core MI for executive oversight and reduction of business and investment risk.

 

I have spent over 25 years analysing and assessing investment processes including time at Brewin Dolphin, Phillips & Drew, Capel Cure Myers, Standard & Poor's, Skandia and Old Mutual. I have assessed their efficacy, repeatability, efficiency and robustness. I have provided advice and practical solutions to improve these processes, such as abolishing unnecessary meetings, implementing effective audit trails for trade execution or simplifying and improving record keeping.

 

Every business is different and processes cannot be a one-size-fits-all solution. For an independent review of your existing processes or initial discussion on how I may be able to help your business improve its processes, contact me at james@astewt.com.