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At XPM Investment Consulting, we offer consultancy and support on all areas of investment, from strategy setting to fund selection. We believe in a collaborative approach and work with you to tailor our services to meet your needs. Completely independent and impartial, we have built our business on integrity and trust offering the highest service to our clients.

As a consultancy we can work alongside you and your team, whether you are a financial planning firm, asset manager or other financial business, augmenting your investment capabilities and depth of knowledge, whilst saving you the time and costs associated with increasing your head count. Our services include:

  • Client portfolio reviews

  • Fund due diligence research & analysis

  • DFM due diligence research & analysis

  • Investment performance reviews

  • Risk analysis

  • Portfolio construction

  • Analysis of individual investment opportunities

  • Acting as an independent member of your investment committee
     

This list is not exhaustive. Our experience of over 15 years in asset management has provided us with a wealth of knowledge in all areas of investment.   We believe creating two-way communication and feedback channels deliver the best outcomes and we will take time to fully understand your requirements and consult you along the way.  If what you are looking for is not included in our services, please do get in touch.

"Tucana Financial Planning and the other member firms of the Investment Committee were looking for a suitably qualified individual to chair the Investment Committee. We wanted somebody to hold us to account and ensure open debate; step up Nicki Hinton-Jones. She has chaired the Investment Committee with professionalism (and humour) since 2015 and I have found her knowledge invaluable. Because of her work, I believe the committee's documentation and due diligence is second to none."

Lance Baron, Certified Financial Planner, Tucana Financial

"Nicki has performed independent research on @Fund Twenty8 for two years now. She is methodical, detailed, diligent and acutely focused on understanding how a product works, the people involved in the delivery and the outcome being sought. I would highly recommend her work, having been on the receiving end of her scrutiny, I can say she put us through our paces but was a pleasure to work with at the same time."

James Sore, CIO, Syndicate Room

Working together