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

  • international global investment in foreign currency financial money markets

    The comeback of FX overlay: managing currency risk in a new era

  • analyze the benefits and risks of investing in private companies

    Shaping the Future of Private Markets Together

  • When Human Connection Can Begin with an Eight-Minute Call

  • Smells Like Team Spirit

  • Navigating FX Volatility: How Tech Agility Can Create Resilience in Currency Markets

  • The Rise of Direct Lending