Fractional COO & Product Direction: Board-level leadership and strategic planning.
Regulatory Compliance: FCA expertise including CF10 & CF11 functions.
Scaling AUM: Designing the infrastructure required for high-growth assets.
Risk & Resilience: Design of control systems, Disaster Recovery (DR), and Business Continuity Planning (BCP).
Full-Stack Development: System architecture from concept to implementation.
AI & Prompt Engineering: Leveraging AI-assisted coding to automate manual tasks.
Mobile & Database: Android Studio development and complex data architecture.
Workflow Automation: Building the "pipes" that allow data to flow without human intervention.
Fund Administration Support: NAV calculations, verification, and fee invoicing.
Trade Lifecycle: Managing settlements, matching, and global product support (Equity Derivatives/Credit).
Treasury: Cash flow forecasting and currency hedging strategies.
Infrastructure: Building middle-office desks from the ground up.
Platform Mastery: Navigating onboarding, agreements, and data flows for key sponsors.
CRM Strategy: Expert implementation of Dakota, Salesforce, and HubSpot.
Data Providers: Cost-benefit analysis and setup for Morningstar, FE, Financial Clarity, and Finscape.
Trading Tech: Management of Bloomberg, DTCC, Icelink, and Summit.
Back-Office Integration: Seamless implementation of Xero, QuickBooks, and Document Management Systems (DMS).
Lifecycle Management: From initial product launch to investor relations.
Sales Enablement: RFP automation and lead generation systems.
Team Building: Sales team leadership and specialist recruitment to fuel growth.
Prime Brokerage: Managing "Beauty Parades" and selection processes.
Legal & Closing: Expert negotiation of ISDA agreements.
Oversight: Continuous third-party vendor management and risk oversight.
Virtual PA support: Available in time/hourly units, allowing you to focus on the business
Events support: Its not just on the day, that should be the easy bit, but the resource, organisation and administrative demands needed to design, implement and execute effective events, that can be a huge burden on the business. Let us handle that.