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

Direct contact

You and your clients can speak or meet with your Investment Manager directly.

Portfolio Review

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

Performance data

Your Business Development contact will provide you with relevant performance data and commentary as required.

To be kept informed

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

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

Suitability Review

Your clients' annual suitability assessment can be carried out either by you or your Investment Manager.

Ongoing adviser charging

Ongoing adviser charging

We facilitate adviser charging which is paid on a monthly basis.

Risk mapping

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

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.

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