Helping Family Offices and Asset Managers Set Up and Grow since 1995

Start-Up Consultancy

Please get in touch if you are considering your next step in life, whether that’s a decision to set up on your own or join forces with others. Whether you wish to set up your Family Office, or a Fund Management practice with your wealth or with your talent, we can help craft your plan. We have a team of highly experienced professionals that can help shape your decision making process and assist in your start-up plans, or help you join one of our collective groups, or both.

Asset Sourcing

Probably the most difficult task of any start-up manager is understanding the investor universe and positioning yourself to ensure you are being taken seriously. We help and guide you through every aspect of your journey to ensure you never waste an opportunity.

Systems, Technology and Planning

With our partners and in house team we can walk you through everything you need to ensure you have the current and future technology architecture to achieve your goals

Business Planning and Consultancy

With over 25 years of Asset Management and large-scale global platform management and planning, we make sure you have all eventualities mapped out to secure your future state. If you are an established fund, we will accept any business challenge you may have, to help you navigate complex projects or choppy waters.

Virtual COO Services

If needed, we can place staff within your organization to ensure a hands-on approach to all aspects of your start up process. For existing fund, if you need an experienced overseer of a project or looking for temporary cover or help, let us know.

Talent Aquisition

For all aspects of your activity, we have a menu of talent services from temporary through part-time, virtual and full-time resources. Pricing can range from £0 for some existing clients or partners to 20% of base salary.