CEFEX

Satis Asset Management Certified for Investment Advisor Fiduciary Excellence.

London based Satis Asset Management, is only the second investment advisory firm in the UK to be certified by CEFEX, the Centre for Fiduciary Excellence. They join an elite group of investment advisors globally to have met the standard described in the handbook “Prudent Practices for Investment Advisors”. This independent certification demonstrates that SATIS stands among the most trusted investment advisory firms in the world. According to Ben Sherwood, Director of SATIS, “We work extremely hard putting our clients’ interests at the centre of everything we do, so we are delighted to receive recognition that our practices are some of the best in the world.”

The standard describes how an investment advisory firm assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement on-going investment strategies.

More information on SATIS is available at www.satisuk.com

Satis Asset Management has been certified for wealth management advisory services to high net worth clients engaged in systematic investment strategies. The firm is registered at www.cefex.org, where its certificate can also be viewed.

Note to editors: Satis Asset Management is one of Hillier Hopkins Group Companies.

 

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