Start with the business
Understand the commercial reality, the client proposition and your team’s capacity before deciding what needs to change.
About Firm and Portfolio
Sector experience. Personal involvement.
Firm and Portfolio brings a practitioner’s understanding of wealth management to the decisions, propositions and operating challenges facing your firm.
The practice lead
Tom Wareham
Founder, Allington Advisors
Areas of experience- Corporate strategy and proposition development
- Risk management and governance
- Team management and leadership
- Business development
- Multi-asset portfolio management and research
- Securities selection and fund/manager research/oversight
- Investment committee leadership
Experience from
inside the business.
Tom Wareham is an investment and wealth management professional with more than a decade of experience across investment management, research, risk management and governance, corporate strategy, team management and business development.
His investment experience includes multi-asset portfolio management and research, securities selection, and fund and manager research and oversight. It also encompasses investment proposition development and investment committee leadership.
That experience brings together the investment decisions themselves and the structures around them: research processes, oversight, team responsibilities and the way advisers explain the proposition to clients.
What this means for your firm
You can explore an investment proposition with someone who has been responsible for running one: how decisions are researched, how they are challenged and how the proposition works for advisers and clients.
For a smaller advice or wealth firm, that can mean a focused review of one decision, help translating an agreed direction into a workable process, or senior support alongside your existing team. The scope should reflect your business, your capacity and the decision at hand.
For founders considering succession or a sale, the same perspective helps examine how investment oversight, team responsibilities and client service can continue as the founder steps back.
Previous responsibilities inform the work; each Firm and Portfolio engagement has its own agreed scope and outputs.
How we think
Clear enough to use.
Practical enough to deliver.
Keep the thinking connected
Consider the investment proposition, operations and leadership together, so that recommendations work across the firm.
Stay accountable
Work directly with the practitioner responsible for the analysis, recommendations and agreed delivery support.
Part of Allington Advisors
Focused on wealth.
Connected to the wider business.
Firm and Portfolio is a specialist practice of Allington Advisors. It applies the broader practice’s focus on strategy, operations and implementation to wealth management and financial advice businesses.
Each assignment has a clear lead, agreed responsibilities and a defined scope. Where additional expertise is useful, the delivery arrangements are discussed as part of the engagement.
Explore Allington AdvisorsYour next step
Let’s start with what matters to your firm.
A specific decision, a challenge that keeps coming back, or simply a sense that something needs to change. Start with a conversation.