XPS Concierge – A better way to implement investment decisions

After nearly 1,000 transitions in the last two years we understand the frustration trustees can have with the ever-increasing complexity of documentation and the processes required to implement investment changes.

XPS Concierge is a new investment delegation service for trustees who want to retain control of strategic investment decisions but remove the frustration and complexities of implementing them.

By streamlining the implementation process, XPS Concierge brings operational efficiencies allowing trustees more time to focus on the key area of asset strategy.

This outsourced service has a natural fit between fiduciary management and traditional consultancy and provides Trustees with the key benefits of both: easier implementation of investment decisions but with full control of the decision making process.

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