Who We Serve
We serve investment teams and asset owners who want controlled execution, reliable reporting, scalable and institutional-grade operations without building a large in-house team.
LakeStream acts as an extension of your investment operations team. We consolidate data from portfolios, custodians, trading venues, and fund administrators into a single, reliable source of truth and operate the associated middle‑ and back‑office workflows.
Our managed services cover trade support, reconciliations, performance measurement, risk analytics, investor and regulatory reporting, service providers oversight, so your portfolio managers can focus on investment decisions while we keep the engine running—whether you run straightforward long‑only funds or complex multi‑asset and alternative strategies.
What We Do
We offer front-to-back services and technology covering all operational needs for our clients. Whether you wish for us to manage all your operational needs, only certain parts or you require tailored advisory and consulting solutions, we’ve got you covered.
Our Story
After decades in senior buy-side roles, we had repeatedly witnessed the same challenges: disconnected systems, bloated operations, and teams that spent more time managing tools than money.
In response, we founded LakeStream BI, your partner built by practitioners, designed to help managers operate smarter across technology, processes and strategic execution.
100+
combined years
of industry mastery
$6.5B+
assets managed and overseen through solutions designed by the team
strong team of industry experts in Switzerland and the UK backed by a team of engineers in North America
LakeStream BI
Switzerland
Get in Touch
Dammstrasse 56, 8037 Zurich, Switzerland
2 Rue Sainte-Zithe, 2763 Luxembourg, Luxembourg
