Overview

• Founded in 2011 with 16 employees as of current operations
• Headquartered at 8 Devonshire Row, London, EC2M 4RH, with additional offices in Zurich and New York
• Serves clients in investment banking, asset management, wealth management, and FinTech/vendor advisory sectors
• Operates globally with a focus on the investment management industry since its establishment
• Provides consultancy services to financial institutions across three major financial hubs: London, Zurich, and New York

Specializations

• Asset Management consultancy for institutional clients
• Investment Banking sector advisory services
• FinTech vendor integration and technology strategy
• Wealth management solutions for high-net-worth portfolios

Services & Approach

• Specialized consultancy for investment management firms
• Advisory services for asset management operational optimization
• FinTech vendor selection and implementation strategies
• Regulatory compliance guidance for wealth management institutions