Our Offering
Our toolkit for holistic investment advisory.
Investment advisory solutions
Cross-asset investment advisory mandates
Bespoke advisory portfolios: asset allocation, tactical trade ideas
Advisory on derivative and structured product solutions across all payoffs
Advisory on portfolio credit services (Lombard)
Audit of existing banking and investment management relationships
Advisory on global private markets
Access, advisory, and due diligence on investment solutions
Private equity and venture capital advisory
Private credit/debt advisory
Real assets and other private markets advisory
Debt advisory
Advisory for debt origination and refinancing
Advisory for real estate financing (commercial, residential, development)
Advisory for real asset financing solutions (marine, aviation)
