Your Finances – Under Control

Our goal is to provide you with practical and professional solutions based on our extensive hands-on experience that can be understood by top management and implemented with minimum delay. We are more concerned with the quality of work provided rather than the quantity of paperwork.

Based on our varied managerial experience with financial institutions and asset management companies, we can help you with your various needs within your financial operation that covers a broad range of activities. These could include: investment and derivative due diligence, portfolio re-valuation reviews (i.e., marking-to-market) and analysis, risk management analysis and advice, asset allocation advice, product control, PNL review and attribution analysis, quantitative and numerical analysis, system search and implementation, business framework development including policies, procedures and methodologies, and establishing and setting up a fund. Furthermore, we can assist you and your staff with customized training to better understand the various financial products in the market, treasury, investment banking and back office operations, etc. A broader list of the types of consulting and training services we can provide is also available on the above website. We also encourage you to review our monthly newsletters to get a better idea of the types of topics we enjoy analyzing and discussing.