Channel Diligence is a global consulting and services firm, providing trusted expertise to institutional investors, allocators, family offices, investment platforms and investment managers. With operations in the U.S. and Australia, we specialize in helping investors and allocators make confident, informed decisions through independent operational due diligence.
Our team combines deep industry expertise with a global perspective to deliver clarity, accountability, and operational assurance across every stage of the investment lifecycle. By providing rigorous, independent assessments of investment managers, service providers, and governance frameworks, we help clients identify risks, strengthen oversight, and enhance operational resilience, ensuring investments are well-managed, compliant, and positioned for long-term success.
Channel Diligence partners with clients to uphold the highest standards of operational excellence and investor protection. Our services include:
We support a global client base across Australia, the Americas, and Europe, including:
Pension funds and super funds, endowments, and sovereign wealth funds seeking independent operational assurance.
Those requiring tailored diligence and governance solutions to protect and grow capital.
Managers committed to operational transparency and investor confidence.
Complement in-house due diligence teams by providing specialized operational expertise and benchmarking against global practices and regulatory expectations.
Channel Diligence bridges the gap between investors, allocators and investment managers, helping to promote trust, transparency, and operational strength. Our independent insights help to ensure that selected investment managers and funds are well governed, compliant, resilient, and operationally sound enabling confident decision-making in a dynamic investment landscape.
“Operational due diligence has never been more critical. In a world of heightened regulatory scrutiny, complex fund structures, and evolving investor expectations, robust diligence can help to safeguard against reputational and operational risk.”
"Operational due diligence provides investors with a competitive edge by uncovering hidden risks and inefficiencies, and can even generate operational alpha through enhanced governance, process optimisation, and risk mitigation."
With decades of experience and a personalized approach, we help clients manage risk, strengthen governance, and maintain investor confidence.
To learn more about Channel Diligence or discuss how we can support your operational due diligence requirements, please contact us.
Stephanie is a seasoned operational due diligence professional with over 20 years of industry experience. She was most recently an Executive Director at UBS Securities, where she served as a subject matter expert on operational due diligence providing strategic guidance to investment clients navigating complex operational and regulatory landscapes.
Previously, Stephanie was the Global Co-Head of Operational Due Diligence at UBS Hedge Fund Solutions (2011-2024), the second largest allocator to hedge funds during this time, overseeing a global team responsible for reviewing more than 300 hedge funds annually. In this role, she played a pivotal part in developing systematic operational risk assessment tools, streamlining reporting processes, and integrating
operational due diligence into traditional investment strategies. As a voting member of the investment review committee, she held full veto authority on all investments. Stephanie’s earlier career includes roles at JH Whitney Investment Management, Citigroup, and AllianceBernstein, where she gained extensive experience in fund accounting, operations, and investor reporting.
Stephanie holds a Master of Science in Banking and Financial Services Management from Boston University and a Bachelor of Arts in Economics from Saint Michael’s College.
Stephanie is a seasoned operational due diligence professional with over 20 years of industry experience. She was most recently an Executive Director at UBS Securities, where she served as a subject matter expert on operational due diligence providing strategic guidance to investment clients navigating complex operational and regulatory landscapes.
Previously, Stephanie was the Global Co-Head of Operational Due Diligence at UBS Hedge Fund Solutions (2011-2024), the second largest allocator to hedge funds during this time, overseeing a global team responsible for reviewing more than 300 hedge funds annually. In this role, she played a pivotal part in developing systematic operational risk assessment tools, streamlining reporting processes, and integrating
operational due diligence into traditional investment strategies. As a voting member of the investment review committee, she held full veto authority on all investments. Stephanie’s earlier career includes roles at JH Whitney Investment Management, Citigroup, and AllianceBernstein, where she gained extensive experience in fund accounting, operations, and investor reporting.
Stephanie holds a Master of Science in Banking and Financial Services Management from Boston University and a Bachelor of Arts in Economics from Saint Michael’s College.
Wendy has extensive experience in the financial services sector and is a registered director with the Cayman Islands Monetary Authority.
Prior to joining Channel Capital Cayman, she served as an Independent Director with Azimuth for five years, where she provided governance oversight and strategic guidance across the firm’s investment operations. She has also held senior leadership roles, including Managing Director and Head of Wells Fargo Prime Services’ Business Consulting Group from 2015 to 2020, where she was responsible for the development, management, and delivery of the platform’s business consulting services.
Prior to joining Wells Fargo Securities, Wendy was a consultant at Tiger Bay Advisors where she provided subject matter solutions to help hedge funds manage and operate their key business functions. Before her work at Tiger Bay, Wendy held a number of key industry roles including a director in Credit Suisse’s Global Credit Products where she specialized in business development and sales and marketing of tailored leveraged facilities to alternative asset managers.
Wendy was a senior attorney in the SEC’s Enforcement Division and has held legal roles in Furman Selz and Lehman Brothers.
Wendy holds a B.A. in Communications from Northwestern University, a J.D. from Brooklyn Law School and a Masters of Law degree from the London School of Economics. Wendy holds 7, 53, and 63 licenses and was admitted to the bars of New York and New Jersey.
Wendy has extensive experience in the financial services sector and is a registered director with the Cayman Islands Monetary Authority.
Prior to joining Channel Capital Cayman, she served as an Independent Director with Azimuth for five years, where she provided governance oversight and strategic guidance across the firm’s investment operations. She has also held senior leadership roles, including Managing Director and Head of Wells Fargo Prime Services’ Business Consulting Group from 2015 to 2020, where she was responsible for the development, management, and delivery of the platform’s business consulting services.
Prior to joining Wells Fargo Securities, Wendy was a consultant at Tiger Bay Advisors where she provided subject matter solutions to help hedge funds manage and operate their key business functions. Before her work at Tiger Bay, Wendy held a number of key industry roles including a director in Credit Suisse’s Global Credit Products where she specialized in business development and sales and marketing of tailored leveraged facilities to alternative asset managers.
Wendy was a senior attorney in the SEC’s Enforcement Division and has held legal roles in Furman Selz and Lehman Brothers.
Wendy holds a B.A. in Communications from Northwestern University, a J.D. from Brooklyn Law School and a Masters of Law degree from the London School of Economics. Wendy holds 7, 53, and 63 licenses and was admitted to the bars of New York and New Jersey.
Get our latest updates and investment manager performance reports
