Jordan Buchanan are strategic advisers to the wealth management industry. Our clients include family offices, private client wealth managers, and investment banks.
Our experience in wealth management solutions allows our clients to position themselves and their products to meet market and regulatory development and change.
Our core skills encompass:
* Development and implementation of marketing strategies for retail investment products
* Design of asset allocation strategies to meet the investment management demands produced by regulatory changes such as TCF and RDR
* Structuring of funds and financial products to meet the pricing and regulatory demands of retail investment platforms
