Our Approach

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Our approach

We are known for the high calibre people that we employ, with most of the team having worked in investment banking or fund management before joining us.  

We have also built a class-leading technology platform that forms the basis of our administration service and enables us to provide clients with tailored reports that facilitate their decision making. 

And we are able to support our clients globally in a world where family offices, funds and endowments are less constrained by geographic boundaries than ever before. 

However, above all, we win work because we are business people who provide sound advice that will help our clients grow their businesses.  

We begin by looking at the client’s needs and then design a bespoke offer that helps to make their fund or family office more successful.  If the client’s fund is acquisition centric, we offer them acquisition target due diligence and corporate finance support.  If the fund is focused more on its investments, we help them with fund structuring, tax compliance, investment administration and accounting.