Wealth Management

There are a number of organisations experiencing growth in Wealth Management and part of the expertise that FOX offers here involves:

  • Platform development – product sourcing and operating efficiency;
  • Distribution Channels and product management;
  • Adviser needs and technology integration (CRM);
  • Investment Committee – Manager Research and Approved Product Lists;
  • Risk Profiling and associated Strategic Asset Allocation model frameworks;
  • Model Portfolios – Construction of discrete Model Portfolios across all risk profiles involving: Managed Funds, Exchange Traded Funds, Listed Investment Companies and direct holdings of equity and debt;
  • Separately Managed Accounts – Research, access, execution and client reporting; and
  • Quarterly Newsletters, market reports and articles of interest.