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OCIO, research & due diligence and investment banking

Three practices, one discipline.

For qualified investors, family offices, external advisors, private funds and investment firms, with a focus on private markets and alternative investments.

01

Outsourced CIO (OCIO)

For family offices, private wealth and institutions

As an outsourced chief investment officer, we provide in-depth evaluation of investment opportunities and ongoing oversight of the portfolio for family offices, external advisors and private entities.

  • Due diligence

    Thorough assessment of potential investments, evaluating their risks and rewards.

  • Portfolio monitoring

    Ongoing monitoring so performance stays aligned with long-term goals, recommending adjustments where needed.

  • Opportunity screening

    Rigorous screening and evaluation of opportunities presented to the client, so decisions rest on analysis rather than access.

Fixed-fee model. Our OCIO service runs on a fixed fee, agreed in advance and disclosed to the client.

Talk to us about OCIO
02

Due Diligence & Research

For institutions and qualified investors

Rigorous research and due diligence that separate the signal from the pitch.

  • Private fund due diligence

    Pre-investment and ongoing analysis: quantitative and qualitative assessment, meetings with fund managers, and evaluation of strategy, performance and risk.

  • Strategy & sector research

    Analysis of private markets sectors such as private credit, real estate, private equity and infrastructure, and the trends that shape them.

  • Risk/return assessment

    Assessment of a fund's risk/return profile relative to its strategy and comparable funds.

Talk to us about due diligence
03

Investment Banking

For private investment funds and investment firms

Capital raising, debt raising and financing, and the structuring of funds and transactions.

  • Capital raising

    Support in raising capital for funds and companies.

  • Fund & transaction structuring

    Fund structure and terms, and transaction structure.

  • Debt raising & financing

    Bank financing or private debt for companies and transactions.

Talk to us about investment banking
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Let's discuss your mandate.

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