Consultation
Sector Rotation Briefing
A prepared reading of which sectors are absorbing capital, which are yielding it, and how that map sits against your current weights.
Who it is for
Private investors, advisers, and family-office principals who already hold a multi-sector equity book and need a structured view of leadership change — not a trade tip sheet.
What you receive
- A sector leadership map covering your stated universe (UK, Europe, US, or a mix you define in advance)
- Relative strength context for the groups absorbing and yielding capital
- A written briefing note delivered within three working days of the session
- A live Q&A window to pressure-test the reading against your constraints
What is excluded
We do not place orders, manage discretionary portfolios, or provide regulated investment advice as a productised recommendation list. The briefing is analytical preparation for decisions you make with your own advisers where required.
How it runs
- Intake — You send current sector weights (or a summary), decision date, and any hard constraints (liquidity, mandate, tax lots).
- Preparation — We study rotation signals and cross-check them against breadth conditions in the same universe.
- Session — Ninety minutes at Level 7, 73 Bishopsgate, or by scheduled video. We walk the map, then open questions.
- Notes — A concise written reading follows so the conversation survives the next committee meeting.
Preparation on your side
Share anonymised weight bands if full holdings are sensitive. Flag any sector you cannot exit for mandate reasons. Name the decision you are preparing for — quarterly rebalance, cash deployment, or a defensive tilt review.
Next step
Request a Sector Rotation Briefing and include your preferred week. We confirm scope and fee before any work begins.
Ask about this consultation
Share your portfolio context and preferred timing. We reply within two working days.
Request this briefing