For Private Wealth Managers, Blakeney Consulting provides experience in a range of services that include:

·         Application of Asset Management disciplines within the more bespoke Private Wealth environment

·         Providing advice to the CIO/CRO/CEO on ways to monitor and control the broad set of mandates required by Private Wealth Clients.

·         Improving the use and oversight of Investment Information within the Business.

·         Integration of "Institutional style" Performance and Risk Analysis into Client Reports and Presentations.

·         Developing communication forums to provide effective feedback into the Investment Process.

·         Providing independent oversight to CIO/CRO/COO to aide improvements to the collection and use of information about the Investment Process.