OUTSOURCED COO

Our Outsourced Chief Operating Officer (O-COO) services are designed to enhance the operational efficiency and strategic direction of investment firms. Our services cater to asset and wealth managers seeking to optimize their operations without the full-time cost of an in-house COO.

OUR APPROACH

STRATEGIC EXPERTISE

Our team comprises seasoned professional with extensive experience in financial operations, regulatory compliance, and investment management. This expertise allows us to provide strategic direction and operational oversight tailored to your firm’s needs.

COST-EFFECTIVE SOLUTIONS

By leveraging our outsourced COO services, firms can benefit from high-level operational management at a fraction of the cost of a full-time executive, ensuring resources are allocated effectively and efficiently.

CUSTOMIZED SUPPORT

We understand that each investment firm is unique. Our services are customized to meet the specific requirement of your business whether you need comprehensive operational support or targeted consultancy.

OUR SERVICES

On-Going Operations Management

Our team managed your day-to-day operations, including middle and back-office support as well as IT infrastructure, allowing to focus on investment strategies and client relationships.

Service Providers Oversight

We take care of the oversight of your Fund Administrator, Custodian and/or Management Company by ensuring that they deliver the services that you require of them and that they fulfil their obligations with respect to the funds that you manage.

Financial and Audit Management

We oversee fund financials, manage audits, and ensure compliance with all regulatory requirements, maintaining transparency and accountability.

Board Meeting Support

Our team prepares and attends board meetings, providing comprehensive reports and strategic insights to support informed decision-making. We can also act as board members on your investment vehicles.

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