Working with us
What you can expect
“Psigma does an extremely important job. One of your major attributes is you care about what you do which is very important to me. This comes across when you talk with my clients”
Chartered Financial Planner, Burlington Associates
What can you Expect?
Exceptional service from your Investment Manager and your Business Development contact.
Direct contact
You and your clients can speak or meet with your Investment Manager directly.
Portfolio Review
We provide a no-cost portfolio review for new clients to assess if their existing portfolio is likely to meet their objectives.
Performance data
Your Business Development contact will provide you with relevant performance data and commentary as required.
To be kept informed
We offer you and your clients a comprehensive reporting package and regular investment commentary. We also host investment update events.
Online access
You can have online portal access to your clients' current and historical valuations, asset class breakdown and performance. You can also request meetings.
Suitability Review
Your clients' annual suitability assessment can be carried out either by you or your Investment Manager.
Ongoing adviser charging
We facilitate adviser charging which is paid on a monthly basis.
Risk mapping
We work with Distribution Technology and Defaqto to provide access to our six MPS strategies via Dynamic Planner and the Engage Platform.
Committed support
Your Business Development contact keeps you fully updated and ensures the service you receive is as it should be.
Contact Psigma
To contact your Business Development Manager, please get in touch by email on businessdevelopment@psigma.com or call 0203 327 5450.