Investment Consultants

Focus on enchancing
your clients’ success

Investment consultants, including Outsourced Chief Investment Officers (OCIOs) balance the demands of clients with the realities of the global financial markets.

A partnership built around you

Tap into our integrated suite of solutions for tailored solutions to help you more effectively manage clients’ portfolios, regardless of how the market is performing. 

Our scalable technology provides operational integrity for administrating a wide range of financial products and structures, delivering the critical, time-sensitive support to help you monitor activity across the globe.

As your operational partner, we provide the flexibility for navigating the often-complex landscape, while reducing cost and mitigating risk, to achieve your primary goal: Enhancing your clients’ financial success.

Clients & Partners

We partner with the largest public and private funds in the world.

News and Insights

  • CEO Magazine: In Safe Hands

  • businessman using laptop and mobile on global network connection of online banking services, digital currency exchange, globalization trends and technology, business, mobile and internet banking.

    Finding the Banking and Payment Solutions Sweet Spot

  • businessman analyzing financial data, economic growth graph chart on laptop computer. business planning and strategy. analysing trading of exchange, financial report. finance and investment

    Outsourcing in Private Markets: How Fund Managers and Trusted Partners are Driving Growth

  • A Note From John Sergides, Chief Executive Officer

  • Exploring the Future of the Asia-Pacific Alternatives Markets

  • Celebrating Our Expanding Global Footprint in Kuala Lumpur

  • Top 5 Takeaways: Exploring the Fund Firm of the Future and Next-Gen Operating Model