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27th May, 2022
Davy Private Clients has been awarded the 2022 3D Award from ARC (Asset Risk Consultants), a leading independent provider of investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers.
The 3D Award - which stands for Data, Due diligence, Demonstration - involved the ARC team spending at least 30 hours working to truly understand Davy Private Clients, our investment philosophy, our process, our controls and procedures; and how that translates into the actual client experience.
The award is an independent endorsement of the quality of our investment process, which is managed by our 30-strong investment team. The team is responsible for setting asset allocations, selecting instruments, and making tactical changes in portfolios with the aim of delivering world-class solutions for our clients.
Formed in 1995, ARC provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers.
ARC employs over 60 consultants, analysts, developers and support staff with offices in London, Guernsey and Jersey. Find out more at www.assetrisk.com
ARC’s 3D Award is an independent endorsement of an investment manager’s commitment to the principles of transparency, engagement and integrity. There are no subscription charges, license or membership fees, referral commissions, re-distribution arrangements or any other incentive (financial or otherwise) a manager has to pay to hold the Award.
Any investment manager offering a genuine multi-asset class, discretionary investment solution can receive the 3D Award. The solution is typically in the form of a bespoke segregated account where the investments are held in the client’s own name. However, collective vehicles or funds, managed or model portfolio services, either available directly from an investment house, or through a platform, are eligible to receive the Award.
The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Davy Private Clients has committed to ARC’s Investment Manager Research Programme. Davy Private Clients has provided ARC with all the necessary information and fulfilled ARC’s 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC’s Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC’s 3D Award is not a rating or an endorsement of the managers’ suitability for a particular client, mandate, or introducer; instead it is a validation of Davy Private Clients commitment to transparency.