Turnkey Solution

Growing your AUM requires finesse, strategic and tactical execution and methodical implementation. We help with providing complete packages from start-to-finish, including assisting with how to best sell, distribute and market your products/services.

• Business case analysis.
• Regulatory analysis.
• Choosing/optimizing the jurisdiction based on the proposed operating model.
• Registration application
• Development of Manuals
• Staff sourcing needs
• Training and Development
• Monitoring, maintenance, and compliance
• Process documentation.
• Tracking the key risks of the jurisdiction.
• Identifying and ranking key risk exposures.
• ex. Offshore Asset Manager in Taiwan vs. Private Equity fund in Australia – how to mitigate the risk.
• ex. How does the above apply to customer lifetime value (let me sell you on service).