Who We Are
We are consultants, with a core expertise in investment, which we apply to both our financial planning and our continuous investment services. We believe the best financial planning requires investment expertise and that the best investment management is organised to deliver specific, personal planning objectives.
Our investment expertise comes from the ‘institutional’ marketplace, where investors’ use of consultants, technology and products is typically superior to that available within the ‘retail’ marketplace. The gulf between the two was a recurring theme of Stuart Fowler’s book (published by FT Prentice Hall in 2002): No Monkey Business: what Investors need to know and why. Written for individuals, but also to challenge the retail financial services industry, the book set out the principles for an integrated approach to financial planning and investment management, based on technically robust methods and totally aligned with each client’s interests.
In 2004, Stuart founded No Monkey Business to fill this gulf between what is available to institutional investors and private investors – in terms of knowledge, technology and products. It is a consultancy specifically focused on providing wealthy private investors with the same advantages enjoyed by institutional investors.
Still small, we think big. By combining the ethics of consultancy, theory-based methods, dedicated systems and a radical approach to the way people pay for our services, we have created a highly-differentiated consultancy business within the financial services market: a consultancy which will be equally attractive to its clients and to the finance professionals who advise them. As you can see from what our clients say about us, our solution is highly valued.
