Paul?, - since
Having previously used active fund managers, we very much endorsed the systematic, quant-based and data-driven investment strategy that was aligned to our own investment beliefs; focusing on the numbers, not the noise. An evidence-based approach offered our clients the optimum outcome with improved transparency. Each decision is clearly documented and evidenced.
Matt?, - since
The team at 8AM Global clearly understood our objectives. They adapted and adjusted, quickly factoring in the unique quirks of our investment methodology. Their knowledge of the industry, fund selection proposition and risk mapping matched our own, and they’ve been instrumental in completing the transition into the next phase for our risk-adjusted portfolios, targeting outperformance for the future. Using 8AM Global has been a very worthwhile relationship, saving headaches by having everything accurately recorded in one place, while achieving regulatory requirements. We have found the team likeable, able, proactive, competent and efficient.
Jon?, - since
We’ve enjoyed a professionally collaborative relationship with 8AM Global. It’s been all that was promised and all that we asked for. They are not hamstrung by being too large; hence, they can provide a truly superb service to us and our mutual clients.
Darren?, - since
We’ve run a suite of Advised Model Portfolios for more than 10 years but faced challenges due to the ever-increasing size of the mandate and the associated operational and regulatory infrastructure to be run effectively. We pursued a discretionary proposition, but with many clients already engaged in our existing proposition, it was key to retain the culture, look and feel of the existing models within any “new” proposition. With the support of 8AM Global, we’ve achieved a robust solution beyond initial expectations, forming a key and enduring relationship that allows efficiency gains and cost savings across the business and improves the overall client outcome throughout.
Steve Taylor, - since
It is a pleasure to work with the team at 8AM Global in providing MPS investment solutions for our clients. As a financial planner, 8AM Global provide me with the support we need in terms of both clients and the business, and most importantly, on a personal basis. The 8AM AQ MPS investment solution provides our clients with a well-disciplined, structured and repeatable system of managing investments in a way that is different to the competition. It is this unique approach that we like and that our clients appreciate.