Client Advisory
Our client advisory division has a broad range of roles within Jendens.
The principal role is to provide high net worth individuals or corporate clients bespoke advice on investment decisions. We also provide portfolio construction, risk analysis and due diligence.
The client advisory team assists in capital raising and research, particularly in private equity transactions. As part of this service we provide ongoing client communication with investors after the capital raising has completed.
Client advisory also provides the firm with a daily input on a top down basis with a note covering the relationship between equities, bonds, cash and currencies.
