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Your Intelligent Front-to-Back Solutions.

Services designed for investment managers by investment managers.

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OUR SOLUTIONS

MANAGED

FRONT-TO-BACK

SERVICES

Outsource your investment operations with LakeStream BI LLC to streamline processes, reduce costs and enhance operational efficiency.

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OUTSOURCED COO

Our Outsourced Chief Operating Officer (O-COO) services are designed to enhance the operational efficiency and strategic direction of investment firms.

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 CONSULTING

Our tailored consulting services are designed to support investment managers in navigating challenges and maximizing opportunities.

OUR STORY

We are veterans in the asset management industry with extensive experience in both large and small firms in Switzerland and internationally. Our core belief is in leveraging technology to optimize decision-making and operational workflows across the entire investment lifecycle. We specialize in providing intelligent, front-to-back solutions for investment managers, family offices, and private banks. Our tailored services are designed to streamline operations, reduce costs, and enhance efficiency.

As buy-side practicioners, we help our clients with the integration and management of front-to-back operations, implementation and optimization of state-of-the-art portfolio management systems and operating models, management of interfaces and data feeds, and development of comprehensive consolidated reporting and portfolio analytics, amongst other tailored solutions.

100+

combined years of industry mastery

$6.5B+

assets managed & overseen through soutions designed by the team

ASSET CLASSES SERVICED

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GET IN TOUCH

Dammstrasse 56, 8037 Zurich, Switzerland

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