We have engaged Cormorant Capital Strategies Limited (“Cormorant”) to assist us in constructing and maintaining our sophisticated investment strategies. They provide us with ongoing support and their Principal, Steve Williams, sits on the Britannic Place Investment Committee.

Cormorant is an investment consultancy practice, who specialise in both active and passive portfolio construction & management techniques. Their clients are financial planners and discretionary fund managers, made up of large and small firms, across the UK. Together they manage in excess of £1.7 billion of investors’ capital.

FinaMetrica’s Risk Profiling system has gained international recognition as world’s best practice. Developed and trialled in Australia over four years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisers and financial institutions around the world in seven languages. More than 770,000 FinaMetrica risk tolerance tests have been completed.

The system provides a scientific assessment of an individual’s personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 25 question risk tolerance tests can be completed in 15-20 minutes and the comprehensive risk tolerance report is available immediately to us and our clients.

SimplyBiz launched in 2002 and is now the largest Compliance Support Services provider for directly authorised financial advisers in the UK market. They now support over 30% of the directly authorised marketplace – over 5,000 financial advisers across some 2,100 firms.

Regulatory guidance and support is the core of their business and they ensure that Britannic Place Financial Management Limited continues to operate compliantly within the highly regulated UK advice regime.