What we do

 

We provide easy-to-understand scores, monitoring tools and detailed analysis.

We serve clients in Europe, America, Asia and Australasia.

 
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PORTFOLIO HEALTH

An independent, impartial assessment of returns, risk and fees.

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ALERTS AND NOTIFICATIONS

Receive notifications on significant portfolio changes.

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peer comparison

 

Compare your portfolio performance to the market and your peer group.

 

 

how it works

 
 
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Sync your provider(s)

Hulgrave links with your investment manager and automatically extracts your data. If you prefer, you can upload your reports directly to our secure end-to-end encrypted platform. 

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we analyse your portfolio

Compare your portfolio performance to the market and your peer group.

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get a portfolio health check

Detailed scores of the performance, risk and cost of your portfolio. The higher the scores, the better your portfolio health. 

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stay informed

Stay up to date with notifications on significant developments and changes in your investment portfolio.

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participate

Hulgrave provides appropriate observations about your investments and suggests questions to share with your wealth manager.

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As a trustee it is important for me to understand how the manager of our charities’ portfolio is performing.
I love the alert functionality - I feel totally on top of my investments and informed of the moves my wealth manager is making.
Up until now I never had to manage my finances because my ex-partner took care of that. I’m happy to pay a fee to get an impartial assessment of my investments.
Hulgrave’s analysis is as in-depth as any top investment consultant. Their magic is how they present data and the positive difference they have made to our relationship with our fund managers.
 

Ethnographic interviews conducted in 2017