Business Setup & Realignment
Fund launch
Hands-on involvement within businesses
Adding management skills to skilled investment practitioners
Fixing broken models
Integrating online platforms including 3rd party providers
Effective resource deployment
Skilled change management deployment
Business Review
In depth holistic review of all key business elements
Product offering documents vs product delivery
Operational infrastructure
Third party relationships and delivery
Business governance
Fund Governance
Due diligence preparedness
Investment Strategy Review & Development
- Audit of investment process- Provide support to clients on portfolio management, research, and risk management
- Improve investment outcomes by using advanced analytics- Streamlining the investment management organisation and operating model
- Implement new methods of investment strategy development.
Interim Management
CEO/COO during development, transition or start-up
Part-time or full time for limited period to manage a business across development or realignment period.
Conception of Single-family Office
Design optimal, tailor-made organisation for the implementation of projects and investments.
Define strategic priorities and plan of action.
Identify the necessary team and family's roles.
Design management tools.
Recruit and train the team.
Supervise and coach team members.
Development of bespoke quantitative models and research
Comprehensive support for developing a strategy from the ground up.
Conduct market research to identify market inefficiencies and trends.
Design the quantitative models needed to underpin the strategy.
Guide your engineers through the implementation process.