Expertise, Applied

Charities & Not-for-Profit

We provides charity trustees and not-for-profit boards with independent challenge, policy and framework input, and manager review. The focus is on governance that is proportionate, well-documented and aligned with charitable purpose and obligations.

INDUSTRIES WE SERVE

Independent investment governance support for advisers, DFMs and committees

Platforms, Banks, Family Offices & Wealth Firms

We help platforms, banks, family offices and wealth firms strengthen fund due diligence, challenge portfolio decisions and maintain effective manager oversight. Our independent input supports clearer governance, well-evidenced decisions and greater confidence for investment teams and clients.

Advisers & Advice Firms

We supports advisers with independent fund research, structured challenge on model portfolios and clear, decision-ready commentary. We help you evidence robust governance while keeping client communication practical and focused.

Investment Committees & Boards

We work with collective investment teams to deepen fund research, test portfolio decisions and strengthen governance around manager selection and changes. Our input adds independent challenge to your existing processes without adding internal headcount.

INDEPENDENT SUPPORT FOR BETTER INVESTMENT GOVERNANCE

What we do

We provide independent investment governance support and collective investment research for adviser firms, DFMs, MPS teams, banks, blatforms, family offices, investment committees and charity trustees.

Our work strengthens oversight, improves documentation and helps boards make better‑supported decisions without product bias.

For charity trustees

Independent investment governance support for charity boards and investment committees. We help trustees review policies, challenge managers and advisers, and keep portfolios aligned with charitable purpose and obligations. Support can be one-off or ongoing, focused on better questions, stronger documentation and more confident decisions.

01.
Governance and committee support
Practical input on committee papers, governance frameworks, challenge processes and decision trails, helping boards evidence robust oversight.
02.
Portfolio and proposition challenge
Independent perspective on MPS, CIP and portfolio decisions, including manager selection, risk positioning and strategic changes.
03.
Decision-useful communications
Clear, concise market commentary and investment writing that helps advisers and teams explain decisions with confidence.
04.
Independent fund research
Deep-dive analysis of funds, trusts and ETFs, combining structured due diligence with experienced judgement to support manager selection and oversight.

Infundly

INDEPENDENT FUND RESEARCH

Looking for fund research?

AdmansPraxis provides consultancy and committee support. For structured fund research, due-diligence context and a broader view of the fund universe, visit Infundly, our dedicated research business for professional fund selectors and allocators.

Explore Infundly

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