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Consultants in Investment Management Operations and Technology

​​Start Ups

Investment start ups face a difficult challenge.  They are normally investment professionals that passionately believe in their investment strategy yet they don't have the operational, product and technology knowledge to round out their license application or present a convincing operational picture to high net worth and institutional investors.  Furthermore, start ups don't have the revenue stream to afford full time senior operations and technology expertise.  This is where we can help.  We have the flexibility to be your part time COO or CTO working on an hourly basis or a few days per month to round out the operational and technology picture and manage your operational platform.

Small Boutiques

If you are a small boutique who cannot afford a full time senior business or technology manager then we have the flexibility to be your part time COO or CTO. This means small investment managers can take on those larger operational and technology challenges with senior resources they couldn't afford on a permanent full time basis.

Larger Established and Insitutional Businesses

If you are a larger manager but your existing COO or CTO doesn’t have the bandwidth to take on another project and manage the BAU at the same time then we can work as an extension to your COO or CTO without the normal overheads of full time salaries, holiday and sick leave, pension or superannuation contributions and bonuses.