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We have
worked closely for some of the largest asset managers and global
custodians offering them a range of consultancy services within our
expertise including: specialist compliance reviews, fund launches and
conversions, derivatives usage under UCITS III, treating customers
fairly, registration and distribution of funds, fund accounting and
extensive training on all aspects of asset management operations and
compliance.
Click on
one of the below links for further details
Recent Assignments include:
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Specialist
fund accounting review for global fund administration business
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Development
of Derivatives Risk Management Policy and Controls for leading UK fund
administrator
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Product
development support for launch of a UCITS III credit derivatives funds
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Development
of a "TCF Toolkit" and delivery of training on Treating Customers Fairly
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Eligible
market reviews covering over 70 non-EEA markets, and fully referenced to
the UCITS regulations
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Implementation of a global investment restriction monitoring system for
a large global custodian
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Supporting
fund launches and cross-border registration
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Delivery of
training on all aspects of the funds industry
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Extensive
training on derivatives and UCITS eligible assets for leading law firms,
a Regulator and asset managers
Technology
Solutions:
Having worked
with some of the leading vendors of technology related solutions for the
asset management industry, we are uniquely placed to provide support in
respect of vendor selection, project management and implementation
consultancy.
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