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RiverPeak Launches Private Investment Consultancy

Amisha Mehta Assistant Editor London 19 April 2016

RiverPeak Launches Private Investment Consultancy

The young UK wealth boutique said the new service will bring a disciplined approach to the appointment of investment managers.

UK-based RiverPeak Wealth has launched a private investment consultancy service for individuals, families and charities.

The service will provide ongoing oversight of client portfolios through meetings with clients and analytical reports. These reports will include both qualitative and quantitative analysis of portfolios as well as detailed observations relating to asset allocation. RiverPeak will monitor the performance of portfolios against agreed benchmarks.

The service will also include the negotiation of fees with banks and investment managers on behalf of clients, essentially highlighting areas where more competitive fees could be secured.

“The team at RiverPeak have recognised that many high net worth individuals are looking for experienced investment professionals, to sit on the same side of the table, when they appoint banks and investment managers,” said RiverPeak in a statement.

The company, which was launched by former head of Banque Havilland Nick Parker in 2013, provides services including investment analysis, retirement planning, tax planning, estate and inheritance planning, and life protection services. 

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