Investor Risk Profiling Investor Risk Profiling Investor Risk Profiling Investor Risk Profiling

Suggestus for Investors

We collect and analyse data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency.

Private Client Indices

Access the leading performance measurement yardstick Private Client Indices and find out about the actual returns investment managers have generated.

Performance Reporting

Have a portfolio of your own? Want to know how it has fared against everyone else? Give us the data via our secure platform and we can produce a comprehensive performance report in seconds.

Suggestus for Wealth Advisers

Suggestus provides a suite of tools to help you find the best solution for your clients. Built to provide advisers with an intuitive, compliant and repeatable process for reviewing and selecting the most appropriate investment manager.

Risk Profiling

Risk Profiling & Manager Selection

Use the online tool to generate a risk profile for your clients and find managers that match their specific preferences.

Due Diligence

Comprehensive Due Diligence

Access a comprehensive directory of standardised investment manager due diligence.

Private Client Indices

Performance Measurement

Get a unique insight into the actual client experience investment managers are generating.

Performance Reporting


Want to know how a client’s portfolio has performed? Give us the data via our secure platform and we'll give you the answers.

Tablet Screen

Suggestus for

We collect and analyse data on hundreds of actual portfolios managed on behalf of charities and share the results to help you understand if you are getting the best out of your capital.

Suggestus for Investment Managers

Join the community of managers who are embracing transparency and engagement in our industry.

Charity Indices

Due Diligence

News and Insights
Year End Review and 2021 Estimates

2021 has delivered above average returns for equity investors, whilst returns from bonds were generally mildly negative. Thus, multi-asset class portfolios delivered positive real returns for most private client investors across all currencies and risk categories. Go to the PCI and ACI to see the estimates or click to download the article. 

Watch the Q3 2021 Commentary

ARC Group Managing Director, Graham Harrison talks through the November commentary - "Bubble, Bubble Inflation Trouble". Are equity markets in a bubble? How should investors be mitigating the risks of inflation? Watch to find out more or download the full article here.

Bubble Bubble Inflation Trouble

Performance for most private client investors thus far in 2021, despite the pull-back in equity markets that began in September, has been ahead of long-term averages. However, the backdrop has been one of increasing nervousness over earnings growth forecasts and equity market valuations. Throw in a negative return from bond markets year-to-date reflecting concerns over rising inflation and, with apologies to the three witches on the heath, the mood of many investors might be summed up as “bubble, bubble, inflation trouble”.

Citywealth Fintech Vendor of the Year 2021

The Suggestus platform has been awarded the Citywealth Fintech Vendor Gold Award 2021.