Services
Trusted Partner
We are experts in helping our clients realise their visions and strategic objectives at all stages of their business life cycle. We are able to implement and optimise strategic and business plans, business models, operating models, operating systems, governance best practices, organizational structures, and build high-performing teams, all from a position of true independence.
Seed Capital
We assist our clients in securing seeding by introducing them to our network of active seed investors. We participate in negotiations to ensure fair terms are reached and documented. Our presence gives both parties assurances.
Structuring
We partner with specialist international law firms who provide legal advice and support in establishing investment managers and a wide range of products, including but not limited to, hedge funds, managed accounts, UCITs funds, private equity funds, SPV’s, note issuances, and structured products.
Service Provider Selection & Management
We work directly with industry-leading service providers daily and conduct formal annual reviews for our clients. We know whom to trust and who provides superior services. We take the lead on appointing a wide range of service providers e.g., Prime Brokers, Custodians, Administrators, Depositary Agents, Executing Brokers, Clearing Brokers, Auditors and Management Companies. We also introduce our clients, via our trusted network, to Independent Directors.
Operational Infrastructure & Support
We build our clients operational infrastructure and support – such as middle office, back office, corporate accounting, administration and Human Resources – either in-house, or outsourced to our trusted third parties, and manage these for our clients on an on-going basis. This enables us to provide comprehensive procedures and processes in line with industry best practice, tailored to our client’s specific business model, and in accordance with all applicable regulatory requirements.
IT Infrastructure & Systems
We select and operate the technology solutions best suited to our client’s needs, including but not limited to, order, execution, portfolio management systems, back-office systems, CRMs, and business support applications. Depending on our clients location and needs, we can also organise and manage office infrastructure solutions and/or remote working solutions.
Regulatory License & Compliance
We assist our clients to obtain regulatory permissions in their local jurisdiction either via direct supervision or by partnering with a hosting platform. We provide compliance support or work with the designated compliance officer to ensure the company is operating fully within the letter and spirit of the laws, rules, and ethical principles that govern us.
Business Development & Distribution
We encourage our clients to leverage our established networks of large allocators including, pension plans, endowments, foundations, family offices, sovereign wealth funds, insurance companies, funds of funds, and private banks (subject to applicable regulation).
Management of Allocators
We manage the full life cycle of the client due diligence process including on-going client service support.
PR & Communications
Using a strategic mix of social media, industry articles and press releases we deliver programs that drive our client’s business to the next level, no matter what stage they are at today.
Expert Advisory & Consulting Services
Drawing from decades of experience in the financial sector, we provide expert advice and hands-on value-added services to a range of investment management firms in a range of specialist fields. For further information please contact us directly.