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The teams at Paradigm work together with you to help our firms to deliver their most important process – your investment process. Our work follows four core principles and that is that the process should be:
| Independent: | Whole of Market and Independent of Product Provider. |
| Robust: | Stand up in its own right and throughout any change that may occur in the financial world. |
| Repeatable: | To be repeatable by any employee on request. |
| Profitable: | Complete efficiency with benefits to your firm and its clients. |
The process that we design with you is fully bespoke to your own company so that you can be sure that it will meet the needs of your clients. However, a typical outline process may contain the following key steps:
In the ever changing world, more and more of our advisers are looking to outsource some of the key elements of this process to protect their company and its clients. At Paradigm we are confident that we can help you in the design of an in house process as well as provide you access to World Class strategic partners that can further support you in the development of your process:
| Risk Profiling: | Access to two of the best asset allocators on the market ensure that all asset allocation decisions are in the hands of professional and well respected actuaries. |
| Fund Selection: | We can provide you with free access to fund research software that is unsurpassed. However, if you would like to complete remove this burden from your firm we have a leading city analyst firm that will provide fund research consultancy to your company for a fraction of the price that you would pay if you went direct. |
| Administration: | As a partner in the Paradigm Partnership we will look to add value to your company at every opportunity. The flagship of this proposition is through the delivery of the Paradigm Wrap which will enable you to break free from product providers and start to build your own company instead of theirs. |
| Review: | We understand that review is costly to your company and not reviewing may mean that the client bares the cost to your clients. We endeavour to make all of our solutions as cost effective to you as possible – with as little rekeying as possible! If you opt to rebalance your client’s portfolios the administration of this can be completely outsourced to the Paradigm Wrap administrators. |
This brings us on to our most important unique selling point ‘ownership’. We work with you to deliver a process that you own – protecting your company and its clients from any movements in the product provider world!
If you would like to discuss this further please do not hesitate to contact us.
We look forward to working with you.
The Investment Consultancy Team
