Formed in 1995, ARC Group ("ARC") provides investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers.
We are passionate innovators, characterised by our leading ARC Private Client Indices and ARC Charity Indices initiatives that provide our clients with unrivalled insight into the investment management community. This insight allows us to design and implement tailored investment solutions for each of our clients.
We employ over 60 consultants, analysts, developers and support staff with offices in London, Guernsey, Jersey and Toronto.
At Suggestus, we don’t run or manage money; we do what we say and mean what we say; we like new ideas; we like learning, analysing, informing, and data. Lots of data.
Suggestus was launched in 2011 to meet the needs of professional wealth advisers and their clients, who make use of discretionary investment managers. In partnership with the investment management community, we are striving to address the issues of transparency in our industry.
Suggestus is home to the ARC Private Client Indices, an industry leading performance guide. Gain a unique insight into the actual returns being generated by investment managers for their discretionary private client portfolios.
The four PCI performance series are based on real performance numbers provided by participating investment managers.
The PCI provide an accurate reflection of the actual returns that a private client should expect for a given risk appetite. This approach leaves investment managers free to use any and all investment strategies, vehicles and structures in the pursuit of the maximum return per unit of realised volatility.
For £25, you can securely enter your data and receive a report within seconds that tells you if your performance has been good, bad or indifferent compared to an appropriate peer group.
Generate a comprehensive report (Portfolio Peer Review or PPR) based on your portfolio compared to thousands of professionally managed portfolios from over 90 investment management firms. From the information you give us, we will work out the appropriate risk profile for the portfolio.
Risk means many things but in this case, we are looking at the volatility, or how much the value of a portfolio fluctuates over time. This measure is essential in making sure you are comparing your portfolio with the right peer group.
Use Suggestus’ tools to create a structured research process for the selection and review of private client discretionary investment managers. The site provides client Risk Profiling, qualitative Manager Selection based on style, together with a comprehensive reporting step for trustees, private client advisers, Independent Financial Advisors and wealth planners.
Access 100+ discretionary management firm Due Diligence Questionnaires, designed to save you time & help meet your regulatory requirements.
Engage with investment managers using the Request for Proposal tool.
Find out how the private client investment management industry is performing, on a risk-return basis, using industry-leading ARC Private Client Indices.
To access the manager information, you will need to request access through a short form. We need to verify you are a client adviser to protect the often sensitive data the investment managers are willing to share.
Find out how your peers in the private client investment management industry are performing on a risk-return basis using the leading ARC Private Client Indices.
If you would like to find out more about the benefits in engaging with us, drop us a line here.
Rothschild & Co Wealth Management UK Limited
DDQ
PCI
Charity
Aberdeen Standard Capital - Target Return
DDQ PCI
Barclays Private Bank
DDQ PCI
Delaney Capital Management
DDQ PCI
Morningstar Investment Management Europe
DDQ PCI
James Hambro & Partners LLP
DDQ PCI
Charity
Ruffer LLP
DDQ PCI
Brooks Macdonald
DDQ PCI
Charity
Suggestus is home to the ARC Charity Indices, an industry leading performance guide specifically for charities.
Gain a unique insight into the actual returns being generated by investment managers for their charity client portfolios. The four ACI performance series are based on real performance numbers provided by participating investment managers.
The ACI provide an accurate reflection of the actual returns that a charity should expect for a given risk appetite. This approach leaves investment managers free to use any and all investment strategies, vehicles and structures in the pursuit of the maximum return per unit of realised volatility.
