Accelerate your EU fund launch while maintaining compliance, cost efficiency and seamless distribution

We oversee the investment strategy to align with your fund objectives, applying thorough due diligence in portfolio selection, and actively monitoring performance, making adjustments as needed to optimise results and support your investor goals.  

We identify and assess risks linked to investment strategies and market conditions, applying frameworks to mitigate losses. We regularly report risk exposure and strategies to the board or governing body.

To mitigate operational risk, we establish robust processes, anticipate disruptions with contingency plans, and monitor adherence to policies to protect assets and services.  

To help you maintain full compliance within your processes, we develop and implement compliance policies, conduct regular audits and provide staff training.

We also oversee distribution strategies to boost your firm’s market presence and investor reach, monitoring the effectiveness of channels and communications, and confirming that your marketing materials meet regulatory standards.

We oversee all aspects of your fund’s financial management, from budgeting and forecasting to resource allocation. We facilitate transparent financial reporting to stakeholders and manage capital allocation to support your fund’s objectives and obligations.

We eliminate the complex administrative burden of AIFMD Annex VI reporting by filing fully compliant and timely reports on your behalf. We receive inputs from the fund administrator and aggregate the required information, supporting your fund in full compliance with AIFM legislation.