Investment Advisory Services
Providing objective guidance to enhance your financial outcomes.
Providing objective guidance to enhance your financial outcomes.
At FinVista, we collaborate with investors to offer impartial advice and innovative solutions. Our clientele includes pension schemes (both defined benefit and contribution), charities, endowments, insurers, and their sponsors. Our award-winning services are dedicated to helping investors and stakeholders achieve their goals while effectively managing risk, ensuring optimal returns on their investments.
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We believe in a partnership model with our clients, emphasizing the critical role we play in helping them fulfill their investment aspirations. A genuine partnership is grounded in trust, and we maintain transparency and honesty throughout our interactions. Your goals are our priorities.
Working closely together yields the best outcomes. Our extensive experience advising institutional investors, including trustees and sponsors, enables us to identify common ground and guide our clients confidently through difficult scenarios.
We strive to simplify our clients' experiences, whether through swift and efficient decision-making, leveraging our award-winning technology like Radar for enhanced understanding and decision support, or by offering straightforward solutions where complexity serves little purpose.
300 clients supported
£110 billion in assets under our advisory
99% of clients appreciate our collaborative approach and value working with us
FinVista is committed to providing the best solutions for our clients without being restricted by predetermined strategies. This independence fosters stronger, long-lasting relationships with our clients. We avoid steering clients in any particular direction due to misaligned commercial interests, consciously working to prevent conflicts of interest. For instance, we do not combine fiduciary management with our advisory services, eliminating any bias toward recommending our own funds, as we do not manage any. This ensures that we offer completely unbiased financial oversight services.
Our independence also allows us to express our opinions and take an assertive stance. If we identify an issue, we’ll propose a solution and share our insights, fostering a true partnership with you.
We acknowledge our broader responsibility to advance our industry positively. This includes leveraging our influence with fund managers to benefit our clients. Whether it’s sharing research analyses and ratings to better inform fund managers about client needs, advocating for reduced fees, or elevating ESG risk management standards in a fund manager's investment strategies, we are committed to instigating meaningful change.
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