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Selection and Review - Costs

Selection & Review

Costs

BeesonMaisey’s costs are calculated to reflect the scope of the review and the work undertaken and will be quoted following an initial meeting.

The fee is charged in two stages – at appointment of BeesonMaisey and upon the final selection of your investment manager.

'One Off" cost

The cost is “one-off” – that is to say there is no additional annual or retained fee share, making the review process highly cost-effective.

 

BeesonMaisey is available after the appointment of your manager to support you as required. It is not uncommon, for example, to review progress at the end of the first year.

Whilst not universal, it is common for appointed investment managers to fund in part BeesonMaisey's fees on behalf of their new client. There is no conflict of interest between managers and BeesonMaisey as BeesonMaisey’s fee is the same irrespective of the investment manager appointed.

 

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Charity Trustees

Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

There is no expectation that this means a change, but it is incumbent on trustees to record that a process exists and is followed.

Your Solution

Your Solution

A periodic complete reappraisal can be beneficial to the investor and the investment manager.

The investor has the opportunity to consider new investment opportunities and strategies.

The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

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Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets.

More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.