Advisory Services

Our advisory services provide tailored strategies for financial institutions, from experts that have been in your seat.
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Risk and Governance
Build a robust framework of control and oversight tailored to the unique risks of your financial institution. We help you implement effective governance, risk management, and data security practices grounded in deep industry experience.
How we help:
  • Design Governance Frameworks
  • Develop Key Policies
  • Define Risk Appetite
  • Strengthen Risk Oversight
  • Establish Data Governance
  • Prepare Cyber Response
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Legal
Navigate the complex legal landscape of financial services with guidance grounded in deep industry experience. We translate intricate regulations and contractual nuances into clear, actionable strategies that protect your firm and drive success.
How we help:
  • Optimize Fund Formation
  • Protect Your Firm
  • Mitigate Legal Risk
  • Manage Disputes & Investigations
  • Ensure Regulatory Readiness
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Compliance
Secure your regulatory standing and navigate evolving compliance demands with confidence. We provide expert guidance to ensure your firm meets its obligations efficiently, drawing on direct experience managing regulatory challenges from within.
How we help:
  • Assess Regulatory Needs
  • Secure Exemptions
  • Ensure Cross-Border Compliance
  • Handle Regulatory Inquiries
  • Navigate Examinations
  • Manage Regulatory Change

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AI
Unlock the strategic potential of Artificial Intelligence within your financial institution, effectively and securely. We provide expert, practical guidance tailored to the unique demands and risks of the financial services sector.
How we help:
  • Develop AI Strategy
  • Select AI Systems & Tools
  • Validate & Manage Models
  • Secure AI Data & Ops
  • Advise on Hosting Models
  • Establish AI Governance
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Institutional Marketing
Sharpen your communication and streamline interactions with institutional investors to effectively attract and retain capital. We leverage direct experience presenting to global allocators to refine your message and optimize your investor relations processes.
How we help:
  • Prepare Due Diligence (DDQs)
  • Support ODD Responses
  • Develop Reporting Frameworks
  • Refine Allocator Pitch
  • Enhance Investor Relations
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