A partner replies
Request a briefing, not a sales call.
A partner replies by email within two working days with a written briefing and the fee schedule.
What happens next
Send the form. It goes to James Okonkwo and to the partner who runs the mandate you name. One of them replies by email within two working days with a written briefing and the current fee schedule. There is no call to sit through unless you ask for one.
The minimums
Minimums are GBP 5m for Global Equity and for Fixed Income and Credit, and GBP 10m for Multi-Asset. Below those the firm cannot take the mandate. If your amount is under the minimum you will get a reply saying so within the same two days, rather than silence.
The office
Halbrook Asset Management LLP, 12 Austin Friars, London EC2N 2HE.
Monday to Friday, 9am to 5.30pm.
Who reads it
James Okonkwo reads the form. Halbrook has no sales team, so nobody from one will call. Registered in England and Wales, OC418872. Authorised and regulated by the Financial Conduct Authority.
Ask for the most recent quarterly report.
We will send it the same day. There is no call to sit through first.
Request a briefing