Outsourced COO:
Working with new and emerging alternative asset managers, supporting them to, through and beyond their launches.
Infrastructure Build Out
Planning and budgeting. Selection and onboarding of service providers. Documentation of procedures, controls and governance arrangements. Marketing support. Launch management.
Preparation for Investor Operational Due Diligence
Full review including of all relevant documents and a site visit. Detailed report prepared identifying all potential investor issues, their severity and suggestions to address.
Operational Reviews
Review of operational processes with a view to enhancing efficiency, client service and efficiency levels.
Change Management
Change Management includes management of specific projects including, for example, the implementation of a new portfolio management system or a change of fund administrator.
Non-Executive Directorships
Extensive governance experience – currently sitting on boards of companies both within and without the financial services industry.
