Partner Services

Mastering complexity in an ever-changing landscape

Partner Services


The complexity involved in building an asset management business, combined with the need for asset managers to maintain focus on producing returns for clients, creates a high barrier to entry.  We believe we can be the difference between success and failure for an emerging asset manager.  We also know that there is a marked difference between starting a boutique, versus building an institutional-grade investment manager, capable of passing the rigours of investor due diligence required to be fit to manage money for investors.

We plan and project-manage each stage of incubating a business. From providing working capital to tailoring policies and procedures, to co-ordinating audit, custody, investment systems, offer documents and client engagement, people services and office space through to website development, marketing and distribution, as well as all the other elements involved.

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