Advisory built around
your mandate.

Independent, senior-led investment advisory with no product conflicts. We work across all asset classes, geographies, and mandate types.

• Strategic asset allocation and policy portfolio design
• Manager selection and due diligence across public and private markets
• Investment policy statement (IPS) drafting and governance
• Portfolio review and ongoing performance monitoring
• Alternative investment programme construction
• Risk framework design and implementation

Full Chief Investment Officer capability for organisations that require senior investment leadership without a permanent hire.

• Investment committee chair or advisory roles
• Full CIO function for family offices and endowments
• Acting CIO during transitions, vacancies, or restructuring
• Investment governance framework development
• Reporting and communication to principals and boards
• Relationship management with external managers and custodians

Discretionary and advisory portfolio management with full transparency, governance, and alignment to your objectives.

• Delegated discretionary portfolio management (non-regulated)
• Advisory portfolio management and execution support
• Public markets: equities, fixed income, multi-asset
• Private markets: PE, private credit, real assets, infrastructure
• Liquidity and cash management strategy
• ESG integration and reporting

Strategic advisory for financial institutions — from organisational design through to operating model transformation.

• Operating model design and target operating model development
• Organisational restructuring and governance design
• Investment product and service strategy
• Digital and technology strategy for asset managers
• Distribution strategy and platform assessment
• Private markets capability build for public market managers

End-to-end support for firms seeking ADGM FSRA or DIFC DFSA authorisation — from initial scoping through to submission and approval.

• ADGM FSRA and DIFC DFSA Category 3 and 4 license application support
• Regulatory business plan and financial projections
• Compliance manual and policy framework development
• Controlled functions identification and individual applications
• Ongoing compliance support post-authorisation

Board-level advisory and governance framework design for regulated financial institutions in the UAE.

• Investment committee terms of reference and governance frameworks
• Board advisory for FSRA and DFSA regulated entities
• CBUAE compliance framework alignment
• Risk and compliance policies for investment firms
• Senior executive officer and approved person applications
• Regulatory change management and impact assessment