Mirror Portfolio Monitoring Services Ltd

Services Provided

  • Investment Advisers

About Mirror Portfolio Monitoring Services Ltd

Mirror forms part of the Rice Whatmough Crozier LLP Group. This part of the business provides investment consultancy services to private clients, trusts and charities. Our services are bespoke to each client and consist of quarterly monitoring of portfolio and manager performance and risk, a one off review to see if changes to investment mandates are required or whether any issues should be discussed with the investment manager, a full manager search and selection process to include assistance with drafting of Investment Policy Statements, qualitative and quantitative analysis, inviting and reviewing investment manager proposals as well as attendance at the manager selection meetings. All services are carried out independently and we provide impartial, objective reassurance for all our clients to ensure they have investment peace of mind. This is a bespoke fixed fee service, handled primarily by Kathy Whatmough who has many years of experience having worked previously for Deloitte Private Client Services looking after their ultra-high net worth clients in relation to Investments, Portfolio Management, Discretionary Fund Management and Tax related matters. Mirror has a reputation within the Charitable space for customer care and quality of advice.