Expertise

Managed Account Platforms

We are able to provide “hub services” to managed account platforms, including the facilitation of on-boarding third party investment managers, the establishment of trading and financing relationships with counterparties, preparing agendas and updates for the independent board, obtaining LEIs, adhering to ISDA protocols, coordinating service providers, obtaining and providing KYC documents, acting as process agent for the SPVs on the platform, closing accounts and terminating agreements. We have many years’ experience of providing hub services across multiple jurisdictions and time-zones.