WealthBase is a specialist team focused on advising investors and investment managers on risks associated with investment operations and their execution. The team is focused on operational and service provider risk and is comprised of industry professionals with the knowledge and experience necessary to guide clients through investment operations, execution, custody and risk management decisions.
Investment manager operational due diligence and investment manager operational infrastructure optimisation.
Custodian selection, fee and capabilities bench marking and asset safety reviews.Transaction/execution cost and efficiency consulting: Investment manager transitions support and transition manager selection. We help our clients reduce risk and costs as well as potentially improve returns through better control and management of the activities associated with holding, trading, and servicing investment portfolios.