Consultancy & Site Licence

Let us know if you want more than just the subscription service to Investors RouteMap

Bespoke Service

For those who want to supplement their subscriptions with personal service, we also provide consultancy on global investment strategy for professional investors and investment coaching for individual investors – including asset allocation, fund selection and account management.

We recognise that no two investors have the same needs, so a consultancy agreement can be tailored to your specific requirements. It will help us if you could describe your wishes briefly below. This service is offered on the basis that you subscribe to Investors RouteMap. The cost of the subscription will be offset against your consultancy or site license arrangement.

Are you a professional investor? Yes No

If so, who is your regulator?

This service is only available to institutional investors. If you are not regulated by one of the above, please provide sufficient information so that we may categorise you as a Elective Professional Client, as defined in MiFID. We are required to ask that you confirm this in writing. If you do not qualify, we can instead provide personal investment coaching.

Please let us contact you,

by phone on or by E-mail at