.point assets

 

 

 

01. trusted advisers
02. integrated asset solutions
03. outsourced middle and back office
a range of best-in-class and cost-effective platforms to manage client assets and the asset management process.
We offer asset and wealth managers, family offices and individuals a range of best-in-class and cost-effective platforms from which to manage client assets.


Our platforms include fund and direct equity investment structures; providing an integrated fully outsourced service whilst ensuring managers retain ownership and control of the assets.

First and foremost, we are independent trusted advisers. We work with our clients to identify the best possible solution for managing their clients’ assets and provide them with a single point of contact for the subsequent design, build and ongoing management of the chosen structure.

We offer a range of fund solutions. Both bespoke tailored structures and a range of umbrella fund platforms, where economies of scale deliver institutional capability to managers of all asset pools, regardless of size.

Working with our partners we also offer a full suite of middle and back office services with integrated access to best-in-class reporting technology
We provide solutions to a wide variety of clients but have particular experience in the following:
families & HNWs

who are looking to secure and maintain wealth in the face of rising regulatory and technology challenges whilst managing costs and delivering high-end service through innovative new fund structures

wealth, asset and fund managers

who are managing specialist or complex assets looking to achieve best-in-class asset administration at an achievable price point

SME asset & wealth managers

who are looking to grow AUM and scale, remain client-focus, manage risk and costs, access capability and expertise

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