Advisory
We provide expert support to clients across the asset-management ecosystem, helping organizations adapt to changes in technology, regulation, products and market structure.
{}}}{{0_-:;/><<<<>=;+*0{}(((}1*+=<){1001})]>=:::;=/<]]]]<>/===/<{}}(}}{0*+:=><]]]<>=:-_1{}((}{0-;>[}{001{([</=;;=/><]]<</=;;;=/<1{}(((}10*+;/>]]]]<>=:-_1}((}{0*:/])}111{})]<>///><]]]<>=;:++;=>0{}(((}{1_-:=><]]]]</;+*01}}}{1_+;>[({{1{}([]<>><]][[]</;+---+;>_0{}(((}{0*+;=><]]]<>/;+*01{{{1_-:/<)(}{}}()[]]][[)))[</;+*_*-:/-_1{}}}}{1_-+;/><]]]<>=:-*01110_-:=>])(((()[[[[[)((}()]/;-_0_*+;+*_1{{}{{10*-:;/><<<<>/;:-*_00__-:=><[))))[[][[)(}{{{([>;-_00_-::+*_011{110_*+:=/>><>>/=;:-*****+:=/<]][[]]]]][(}{001{)<=+_00_*:;:+-*_00000_*-+:;=//>//=;;:+---+:;=/><<]<<>><<[)}10001}]/:*00_*+=;:+--*_____*--+:;=======;::::::;=/><<<<>>///>])}10110{)>;-___*+=;;::++---***---+::;;;;;;;;;;;;=/>><<<<>/==;=/<[}101101(<=:-**-+;;;;;;;::+++-----++++::::;;;;=//><]][]]>/=;::;/](101{10}[/;++++::;;======;;::++--------++::;==/>][[))[[</=:++:=<){01100}[<=;::;=+:;==//////=;::+--******--+:;=><[)((}()]>=:+++;/](10001})<>===//-+:;=/>><<>>/=;:+-**_____*-+:=><[(}{{{([</;+-+:/<){100{([]>>>><<*-+;=/><]]]<<>/;:+-__0000__-+;/<[({111{(]>;+++:=<[}{1{})[<<<<][[_*-:;/><][[[]<>/;:-*_011110_-:=>[({0001})<=:++:=>[(}}()[]<<<[)((0_*+:=/<][[[[]<>/;+-_01{{{10*-;/]({00001(]>=::;=>]))))]<>>>][(}}0_*-+;/><[[))[]<>=:+*01{{{{10*+=<){00100})</===/<][)[]>/=/><[({{0__-+:=/<][[)[[]</=:-_01{}{{1_-;>[}10110{(]>//><][[[]>=;;;/<[}{{__*--:;=><][[[[]<>=;+*_1{{{{10*+=<){0000{([]<<][)))[</;:+:=>[({{----++:;=/><]]]]<>/=:-*01{{{10_-;>[}1000{()[[[)(}}([<=:--+;/](}}:+++++::;=/>><<<>>/=;+-*001110_*:/]({11{}()[)(}{1{}[<=+**-:/<)((=;;::::::;;==/////==;:+-*_0000_*+=<[(}}}()[)(}1000{)<=+**-:=<[[[>>/=;;:::+:::;;;;;;;;::+-***_**-+=>[)))[[][)(101101(<=+---:=><]<[]<>/=;:++-----++:::::::++++-++:;/<][]]<><][}11{{10(]/:++:;/>>>/))[]>/;:+-*_____**--+::::;;;;;==/><<<>/==/>[}01}}10}]>;:;;=/>>/;}()[]>=;+*_0111110_*-+:;==//>><<]]]<>=;::;>]}01{{10}[</=//><>/;+{}()[</;+*_1{}}}}{10*-:;=><][[))[[]>=;+-+:/]}11{101([<<<<]]]</:-{{}([]>=+*01}(()((}10*+;/<[)(}}}()]>;+---:/](10001})[]][)))[</:*}}}([]>=:-_1}())))({0*+;>])(}{{{()</;+--+;/]({11{})[[[)(}{}(]/+_(())[<>=:-_1}())))({0*+;>])}{{{{([</;+++:=>])(}()[]][)({111}[/+_[[[]<>/=:-_0{}((((}{0*+;>])(}{}})]</;;:;=>][))[]<>><])}1000}[/:*>>>>>/=;:+*_01{}}{{1_*+;/<]))())[]>////><][[[]<>===>]){0000}[>:-====;;;:++-*__00000_*-+;=/><]]]<<<>>><][))))]</;::;/]){0001}[>;+++++++++++++---------++:;;===////>><])(}}}()]/;:++:/<){101{)]>=;*____**--+::::;;:::::+++++++++:;=/<[)}1101})</:+-+:/<)}{{}([<//=011110_*-+:;=/////==;:+-**____*+;/<)}10001})<=:++:;/][((()]<>//>1{}}{10_-+;=/><<<<>/=:+*_01111_-:/]({00101}[</;::;/>][[[]<//=/><{}}}}{1_*+;/><][[]<>=:-*0{{}}{0*:/]({0000{([</==//<]]]]</=;:;=>]1{}}}{1_*+;/>]][[]<>=:-_1{}}}{0-:/]({101{})[<<><<][[[]>=:+-+:=>[01{{{10_*+;=><]]]<>/;:-_0{{{{0_-;/])(}}}()[[]][))(()[</:-**-+=>[*_0000_*-+:;=/>>>>/=;+-*_000_*-:=/<][[[[]]]][)({{{{([>;+*__*+=>]+--****--++:;;;=;;;:++-****--+:;=/>>>>>/>><[)}10001}[>;-___*+=><=;;::+++---------------++::;;==///==;;:;;/<[(101100}[>;-*_*-:=/>>>>/==;:+-*__00000__*-+:;=/>>>>>/=;+----:=>[}101101}[>;+--+:;=//[[]]</=;+-_01{}}}{10_-:=/<]][]]>/;+-*__*+;>[}00110{(]>=;;;;=//=;)))[]</;+*0{}()))(}1_-;/<])))[]<=:-*_0_*+=>[}1000{})]>>//>>>>/;+
Ask a question
Technology modernization
Apply AI and modern infrastructure where accuracy, security, privacy, data quality and auditability matter.
{}}}{{0_-:;/><<<<>=;+*0{}(((}1*+=<){1001})]>=:::;=/<]]]]<>/===/<{}}(}}{0*+:=><]]]<>=:-_1{}((}{0-;>[}{001{([</=;;=/><]]<</=;;;=/<1{}(((}10*+;/>]]]]<>=:-_1}((}{0*:/])}111{})]<>///><]]]<>=;:++;=>0{}(((}{1_-:=><]]]]</;+*01}}}{1_+;>[({{1{}([]<>><]][[]</;+---+;>_0{}(((}{0*+;=><]]]<>/;+*01{{{1_-:/<)(}{}}()[]]][[)))[</;+*_*-:/-_1{}}}}{1_-+;/><]]]<>=:-*01110_-:=>])(((()[[[[[)((}()]/;-_0_*+;+*_1{{}{{10*-:;/><<<<>/;:-*_00__-:=><[))))[[][[)(}{{{([>;-_00_-::+*_011{110_*+:=/>><>>/=;:-*****+:=/<]][[]]]]][(}{001{)<=+_00_*:;:+-*_00000_*-+:;=//>//=;;:+---+:;=/><<]<<>><<[)}10001}]/:*00_*+=;:+--*_____*--+:;=======;::::::;=/><<<<>>///>])}10110{)>;-___*+=;;::++---***---+::;;;;;;;;;;;;=/>><<<<>/==;=/<[}101101(<=:-**-+;;;;;;;::+++-----++++::::;;;;=//><]][]]>/=;::;/](101{10}[/;++++::;;======;;::++--------++::;==/>][[))[[</=:++:=<){01100}[<=;::;=+:;==//////=;::+--******--+:;=><[)((}()]>=:+++;/](10001})<>===//-+:;=/>><<>>/=;:+-**_____*-+:=><[(}{{{([</;+-+:/<){100{([]>>>><<*-+;=/><]]]<<>/;:+-__0000__-+;/<[({111{(]>;+++:=<[}{1{})[<<<<][[_*-:;/><][[[]<>/;:-*_011110_-:=>[({0001})<=:++:=>[(}}()[]<<<[)((0_*+:=/<][[[[]<>/;+-_01{{{10*-;/]({00001(]>=::;=>]))))]<>>>][(}}0_*-+;/><[[))[]<>=:+*01{{{{10*+=<){00100})</===/<][)[]>/=/><[({{0__-+:=/<][[)[[]</=:-_01{}{{1_-;>[}10110{(]>//><][[[]>=;;;/<[}{{__*--:;=><][[[[]<>=;+*_1{{{{10*+=<){0000{([]<<][)))[</;:+:=>[({{----++:;=/><]]]]<>/=:-*01{{{10_-;>[}1000{()[[[)(}}([<=:--+;/](}}:+++++::;=/>><<<>>/=;+-*001110_*:/]({11{}()[)(}{1{}[<=+**-:/<)((=;;::::::;;==/////==;:+-*_0000_*+=<[(}}}()[)(}1000{)<=+**-:=<[[[>>/=;;:::+:::;;;;;;;;::+-***_**-+=>[)))[[][)(101101(<=+---:=><]<[]<>/=;:++-----++:::::::++++-++:;/<][]]<><][}11{{10(]/:++:;/>>>/))[]>/;:+-*_____**--+::::;;;;;==/><<<>/==/>[}01}}10}]>;:;;=/>>/;}()[]>=;+*_0111110_*-+:;==//>><<]]]<>=;::;>]}01{{10}[</=//><>/;+{}()[</;+*_1{}}}}{10*-:;=><][[))[[]>=;+-+:/]}11{101([<<<<]]]</:-{{}([]>=+*01}(()((}10*+;/<[)(}}}()]>;+---:/](10001})[]][)))[</:*}}}([]>=:-_1}())))({0*+;>])(}{{{()</;+--+;/]({11{})[[[)(}{}(]/+_(())[<>=:-_1}())))({0*+;>])}{{{{([</;+++:=>])(}()[]][)({111}[/+_[[[]<>/=:-_0{}((((}{0*+;>])(}{}})]</;;:;=>][))[]<>><])}1000}[/:*>>>>>/=;:+*_01{}}{{1_*+;/<]))())[]>////><][[[]<>===>]){0000}[>:-====;;;:++-*__00000_*-+;=/><]]]<<<>>><][))))]</;::;/]){0001}[>;+++++++++++++---------++:;;===////>><])(}}}()]/;:++:/<){101{)]>=;*____**--+::::;;:::::+++++++++:;=/<[)}1101})</:+-+:/<)}{{}([<//=011110_*-+:;=/////==;:+-**____*+;/<)}10001})<=:++:;/][((()]<>//>1{}}{10_-+;=/><<<<>/=:+*_01111_-:/]({00101}[</;::;/>][[[]<//=/><{}}}}{1_*+;/><][[]<>=:-*0{{}}{0*:/]({0000{([</==//<]]]]</=;:;=>]1{}}}{1_*+;/>]][[]<>=:-_1{}}}{0-:/]({101{})[<<><<][[[]>=:+-+:=>[01{{{10_*+;=><]]]<>/;:-_0{{{{0_-;/])(}}}()[[]][))(()[</:-**-+=>[*_0000_*-+:;=/>>>>/=;+-*_000_*-:=/<][[[[]]]][)({{{{([>;+*__*+=>]+--****--++:;;;=;;;:++-****--+:;=/>>>>>/>><[)}10001}[>;-___*+=><=;;::+++---------------++::;;==///==;;:;;/<[(101100}[>;-*_*-:=/>>>>/==;:+-*__00000__*-+:;=/>>>>>/=;+----:=>[}101101}[>;+--+:;=//[[]]</=;+-_01{}}}{10_-:=/<]][]]>/;+-*__*+;>[}00110{(]>=;;;;=//=;)))[]</;+*0{}()))(}1_-;/<])))[]<=:-*_0_*+=>[}1000{})]>>//>>>>/;+
Ask a question
Technology modernization
Apply AI and modern infrastructure where accuracy, security, privacy, data quality and auditability matter.

Workflow transformation
Redesign workflows across people, systems, service providers and regulated entities.

Workflow transformation
Redesign workflows across people, systems, service providers and regulated entities.
Cross-border & regulatory
Plan market entry, licensing and regulatory architecture for funds and entities operating across jurisdictions.
Cross-border & regulatory
Plan market entry, licensing and regulatory architecture for funds and entities operating across jurisdictions.

New products & businesses
Design structures and operating models for new funds, investment products and financial businesses.

New products & businesses
Design structures and operating models for new funds, investment products and financial businesses.
Tokenization & digital assets
Connect traditional financial infrastructure with digital capabilities, from regulated structures to onchain ownership and settlement.
Tokenization & digital assets
Connect traditional financial infrastructure with digital capabilities, from regulated structures to onchain ownership and settlement.
Who we work with
We work with investment managers, fund administrators, wealth platforms, financial institutions, FinTech companies, digital-asset businesses and new fund sponsors.
Operational expertise
Our principals have founded and exited FinTech companies, managed funds, obtained financial licenses and operated regulated businesses across the United States, Europe and Asia.

United States
Registered Investment Adviser · Exempt Reporting Adviser · Broker-Dealer · Transfer Agent · Public Trust Company

Singapore

Hong Kong

Australia

Global

United States

Singapore

Hong Kong

Australia

Global

United States
Registered Investment Adviser · Exempt Reporting Adviser · Broker-Dealer · Transfer Agent · Public Trust Company

Singapore

Hong Kong

Australia

Global

United States

Singapore

Hong Kong

Australia

Global

United States
Registered Investment Adviser · Exempt Reporting Adviser · Broker-Dealer · Transfer Agent · Public Trust Company

Singapore

Hong Kong

Australia

Global

United States

Singapore

Hong Kong

Australia

Global