Andrew Savage

Andrew Savage focuses on client onboarding, investment reporting and the coordination of relationships involving multiple custodian banks. He has supported the onboarding of 110 private clients over a two-year period and helped redesign the firm’s quarterly reporting pack, following which the reported client-satisfaction measure rose by 8 points. Working in English and French, Andrew connects clients with the investment team and keeps follow-up organised. His approach centres on making information easy to navigate and ensuring that clients understand the next steps in their relationship with the firm.

He pays particular attention to the early stages of a relationship, when clients need a clear understanding of documentation, responsibilities and communication arrangements. Where several banks are involved, he helps bring the available information into a more coherent view. Andrew also treats reporting as a starting point for discussion, helping clients identify the questions that deserve attention at their next review.