Investment Management Assistance

Financial Advisory

  • Discretionary & Advisory mandates assessment assistance
  • Portfolio review assistance (rebalancing recommendation)
  • Day to day cash management

Advisory - Asset Management

  • Beauty contest selection of asset managers
  • Top down approach (traditional to alternative managers)

Direct Investment Execution Monitoring

  • Project due diligence
  • Risk management assessment
  • Structuring of financing - Legal structure
  • LOI review (JV terms review)
  • Execution monitoring

  Our open architecture approach help us advise and assist our clients wishing to diversify their portfolios, by offering Alternative & Private placements (debt & equity) investment opportunities