Local wrappers
Implementation through life and collective investment scheme structures where appropriate, aligned to client governance needs and operating preferences.
Bespoke
Bespoke investment solutions,
implemented with institutional discipline.
Your investment design should reflect your mandate, constraints, and governance intent. We bring it to life across third-party providers such as product providers and platforms, with clean implementation, transparent controls, and an oversight cadence that endures.
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Definition
What we mean by bespoke
Client-led investment design, implemented through a controlled and auditable operating model.
Principle
The investment thesis remains yours. The implementation discipline becomes ours.
Bespoke solutions are most valuable when they are designed around the realities of an institutional mandate: governance requirements, operational constraints, reporting standards, and long-term outcomes.
We work with institutional clients, advisers and consultants to implement bespoke strategies through established third-party product and platform providers. The focus is execution quality: structured onboarding, clean mandate setup, controlled workflows, and governance-grade reporting.
Structures
Implemented through the appropriate legal wrapper
Access to a range of third-party structures, selected for mandate fit, governance, and operational practicality.
Legal wrapper choice
The best structure is the one that enables governance and execution seamlessly.
Offshore access
Structured access to offshore fund solutions through approved channels and providers, with appropriate controls and reporting discipline.
Manager building blocks
A curated range of institutional investment solutions and specialist components that can be combined into mandate-aligned portfolios.
Implementation
Turning design into delivery
Onboarding, mandate setup, provider coordination, and operational readiness across a controlled workflow.
Execution
Clear sequence. Clear accountability. No surprises at go-live.
Onboarding and documentation
Requirements definition, operational scoping, and coordination of mandate documentation and service standards with relevant parties.
Mandate configuration
Portfolio setup, manager configuration, rule application, reporting definitions, and control ownership across the chosen structure.
Provider integration
Workflow coordination across administrators, insurers, custodians and investment managers to ensure consistent data flows and operational readiness.
Operational readiness
Disciplined transition planning, controlled change, thorough testing, and a seamless move into stable business-as-usual operations.
Reporting and audit trail
Governance-grade reporting outputs, reconciliations where appropriate, and auditability to support oversight and external assurance.
Escalation and decision rights
Clear roles, escalation paths, and decision logs that protect mandate intent when operational issues arise.
Oversight
Governance does not end at implementation
Ongoing monitoring, exceptions handling, and continuous improvement across the delivery environment.
Cadence
Oversight is embedded into the operating model, by design.
We support an oversight cadence that helps institutional clients maintain control and auditability as conditions change: market events, provider changes, mandate amendments, and operational incidents.
Where required, oversight can include service monitoring, exception reporting, breach handling, and structured engagement with providers to ensure service standards remain aligned to governance expectations.