Consulting and Advisory

We provide objective analysis of portfolios, investment strategy, and deal pipeline, including evaluating performance, risk, manager decision-making, costs, fees, and operational due diligence. We offer independent assessments of service provider performance, including financial advisors, brokers, custodians, and banks.

Platforms and Structures

We work with a variety of platforms or the client’s preferred broker, custodian, and administrator. We develop custom fund structures working with lawyers, tax advisors, financial advisors, and regulators globally.

Investment Research

We publish research reports and due diligence on themes, investments, funds, markets, and economies, all tailored to client requirements.