Strategic Advisory for Investment and Operations
Independent, buy-side expertise strengthening your firm’s investment processes, operational design, and long-term growth strategy.
O-CIO Services
Drawing on buy‑side leadership experience, we bring clear thinking, technical depth, and an independent perspective to help you solve complex challenges across operations, infrastructure, data, reporting, and scale. Our O‑CIO services are designed to complement your governance structure, providing hands‑on portfolio support while preserving transparency and control.
Asset Allocation & Portfolio Construction
Design and calibrate multi‑asset portfolios aligned with your objectives, risk appetite, and constraints.
Investment Process Consulting
Refine your investment governance, decision‑making, and implementation processes to improve consistency and accountability.
Manager Research & Selection
Source, evaluate, and advise on the selection of external managers using robust qualitative and quantitative due diligence.
Portfolio Analytics & Performance Insight
Provide continuous analytics, performance measurement, and risk insight to support better strategic and tactical decisions.
O-COO Services
From day‑to‑day operations and risk management to longer‑term planning, we provide experienced outsourced COO‑level oversight that aligns your firm’s operating model with its growth objectives and regulatory obligations. Our O‑COO services strengthen governance, streamline processes, and ensure that infrastructure, data, and providers scale in step with your investment ambitions.
Fund Launch Projects
Design and coordinate the operating model, service provider stack, and documentation required to launch new funds and mandates.
Operational Risk Management
Identify, assess, and mitigate operational risks across processes, systems, and providers, with clear ownership and escalation paths.
Portfolio Stress‑Testing & Scenario Analysis
Coordinate stress tests and scenarios to assess how your operating model and portfolios behave under adverse conditions.
Strategic Advisory & Cost Analysis
Provide independent analysis of your operating model and cost base, identifying opportunities for efficiency, scalability, and reinvestment.
Fund Regulatory Alignment Projects
Lead projects to align policies, procedures, and disclosures with evolving fund regulations and supervisory expectations.
Vendor & Service Provider Management
Design and manage a vendor governance model covering selection, contracting, performance reviews, and exit planning.
Service Provider Oversight
Monitor administrators, custodians, brokers, and other key partners to ensure service quality, SLA compliance, and risk control.
Investment Constraints Monitoring & Reporting
Implement and oversee monitoring for investment guidelines and regulatory limits, with transparent breach reporting and remediation.
Family Office Service Provider Review
Evaluate and rationalize family office banking, custody, administration, and advisory relationships for quality, risk, and cost.
Fund Distribution & Country Registration Support
Oversee registration workflows and operational readiness for cross‑border fund distribution in target markets.
Operational Oversight & Governance
Run operating committees, MI packs, and control frameworks that give management clear visibility over day‑to‑day execution.