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Investment Consulting

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We provide a full range of fund administration services to various alternative funds, as an independent, third-party fund administrator, our specialist teams provide flexible solutions for every administrative requirement. From formation and ongoing administration, to depositary and shareholder services, we help funds stay compliant.




Assessment of
Investment Objectives

An investment consultant will work with a business to assess its investment objectives, which may include generating income, achieving capital growth, preserving capital, or some combination of these goals.


Asset Allocation

investment consultant will help a business determine how to allocate its assets across different investment categories, such as stocks, bonds, real estate, and alternative investments.


Investment monitoring and reporting

An investment consultant will regularly monitor the performance of a business’s investments and provide reports to the business on the progress towards its investment objectives.


Due diligence

Investment consultants will conduct due diligence on investment opportunities, including researching investment managers, performing risk analysis, and reviewing investment contracts.



Our investment consultants will also assess the level of risk that a business is comfortable with and make recommendations based on the level of risk tolerance.


Portfolio construction and management

The consultant will assist the business in constructing and managing a portfolio of investments that align with their investment objectives and risk tolerance.


Investment strategy development

An investment consultant will help a business develop a long-term investment strategy that is aligned with the company's overall business strategy and financial goals.


Intirim CFO

Are you in need of a highly experienced Chief Financial Officer (CFO) but unable to commit to a full-time hire? Our interim CFO service provides you with a highly experienced financial professional on a part-time or temporary basis, allowing you to benefit from their expertise without the commitment of a full-time hire.

We can see the next step you want then preparing it in advance

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