Strategic Consultancy
Designed for Wealth Managers, Family Offices, and Financial Planning firms, this service offers high-impact intervention in three key areas:
Investment Proposition Audit
Is your investment philosophy truly driving your portfolio construction, or has "style drift" set in? We conduct a forensic review of your current investment process, from asset allocation to fund selection, stress-testing for efficacy and consistency. You receive a candid "Health Check" report identifying uncompensated risks and opportunities for efficiency.
Investment Committee Governance
The quality of your portfolio is determined by the quality of your decisions. Dan Kemp acts as an independent external member or advisor to your Investment Committee. In this role, he serves as a "behavioral guardrail," challenging consensus narratives, enforcing probabilistic thinking, and ensuring every decision aligns with your long-term mandate.
Team Development & Behavioural Training
Great tools are useless without the right mindset. We deliver bespoke workshops and ongoing coaching for your investment team and advisers. These sessions focus on practical applications of behavioral science, helping your team recognize biases like "base rate neglect" and "recency bias" in real-time, transforming them from reactive market watchers into disciplined capital allocators.
Why Choose This Service?
Independence: Unconflicted advice from a former Global CIO with no product to sell.
Robust and Repeatable: Methodologies grounded in academic research and decades of practical application.
Alignment: A focus on stewardship and client outcomes, not just performance metrics.
Portfolio Thinking CIO
The Engine Behind Your Investment Proposition
Unlike traditional OCIOs that impose their own philosophy, we provide the governance, research, and content you need to deliver your value proposition at scale.
White-Label Investment Solutions
We deliver robust, valuation-driven model portfolios designed to meet a wide range of client goals. Whether implemented via separately managed accounts (SMAs) or active ETFs, our solutions combine the scale of AI with the oversight of expert analysts.
Automated Content & Engagement
A great portfolio is useless if the client abandons it during volatility. Our service includes a steady stream of behavioral engagement materials—market updates, educational pieces, and "nudge" content—generated by supervised AI to keep your clients on the path to their goals.
Governance as a Service
We handle the heavy lifting of investment oversight. From rigorous fund selection to ongoing risk monitoring, our team acts as your outsourced investment department, reducing regulatory risk and ensuring your proposition remains compliant and defensible.
The "AI-Augmented" Advantage
By using our proprietary "Supervised AI" engine, we separate the math from the narrative. Algorithms handle the valuation models and data processing, while human experts oversee the output. This allows us to deliver institutional-grade research and personalization at a fraction of the cost of a traditional investment team.