Enabled revenue growth from €70M → €400M across one mandate over 2 years.

Post-Brexit continuity strategy — $3B–$4B fundraising enabled.

• Altafund: Designed the 10-year business plan to structure the fund’s investment activity and liquidity roadmap.
• Blackstone: Designed the strategic solution to operate post-Brexit and built the Marketing team from scratch.

Full operational setup in 2 companies across 6 functions. Two teams built from scratch.

• Altafund: Set up Finance & Operations from scratch as sole operator.
• Kartesia: Owned end-to-end drafting of the full CSSF licensing submission.
• European Capital Partners: Managed 6 core functions solo — Finance, Ops, BD, HR, Compliance, IT.

3 regulatory inspections passed successfully.

• Blackstone: Rebuilt the Compliance function in a context that included team departures, the manager’s maternity leave, and an ongoing CSSF inspection.
• Vault AM: Set up the Portfolio Management function from zero and executed 20 deals in Year 1.

Process design, operating model design and build, vendor selection and oversight, technology implementation, outsourcing governance, regulatory reporting infrastructure, board and management reporting.

Budgeting, financial modelling and business plan, deal settlement, investor reporting, statutory reporting, audit management and liaison.

Compliance Monitoring Plan design and execution, AML/KYC framework design, MLRO for 150+ funds, regulatory inspection management, policy and procedure build, conduct of business oversight, regulatory filing and CSSF relationship management, delegation and outsourcing monitoring.

Deal execution, investment analysis and memo drafting, investment committee governance, pre-trade analysis and mandate compliance, valuation oversight, risk monitoring, performance attribution and portfolio reporting.

• Interviews with function leadership and key team members
• Document review: policies, procedures, board reports, provider contracts
• Inventory of external service providers and tooling

• Map gaps, risks and quick wins against regulatory and industry benchmarks
• Propose action plan with risk rating and remediation path

• Executive memo (5–10 pages) with prioritised findings
• Risk and gap register benchmarked against regulatory standards
• Agreed workplan with effort estimates and timeline

• Redesign target operating model: roles, controls, tech stack, governance
• Build playbooks, dashboards and reporting templates
• RFPs and vendor selection grids; go/no-go decision support

• Target operating model (roles, processes, tech stack)
• Functional playbook and governance framework
• Vendor business cases and decision grids

• Hands-on deployment: processes, frameworks, systems, providers
• Coach the team: runbooks and SOPs for independent operation post-handover

• Deployed processes, live controls and updated documentation
• Team runbooks and SOPs for independent operation
• Closing progress report; optional retainer proposal

A named senior leader attends ExCo, owns a function, and is accountable for deliverables — on 2–3 days per week.

• Boutique AIFMs pre-hiring a permanent C-suite
• Post-lift-out platforms building governance from scratch
• Regulatory inspection preparation requiring a named owner

Full-time, fully embedded for a fixed short window (4–16 weeks) to stabilise, remediate, and hand back control.

• Critical key-man departure with an imminent regulatory deadline
• Significant audit finding requiring a named accountable leader
• Investor or regulatory deadline immovable; permanent hire not yet in seat

The consulting report does not end at delivery — the consultant stays to execute it, owning the workplan, the team, and the outcome.

• Full operating model or digital roadmap build
• Complex multi-workstream transformation where advisory alone is insufficient
• PE-backed firms under a value-creation timeline measured in months

• AI compresses analysis, making “advice” a commodity.
  Judgment, accountability and execution cannot be automated.
• Clients operate on compressed timelines.
  PE and CSSF do not wait for permanent hires. Value is expected in months, not years.
• Clients want fewer partners with clearer accountability.
  One partner who defines the strategy and delivers it is more compelling than two.

• Internal values research across 3 group entities. Vision, mission and value proposition redefined.
• Competitive benchmarking vs. 15+ firms across 4 segments.
• 3 UHNW target segments defined. 24-month capability roadmap built.
• Tagline: “The silent partner to exceptional wealth.”

• 9 audit findings translated into a 24-month, 3-phase transformation roadmap.
• Project design to improve data centralisation, PMS/OMS RFP, NAV automation, AI-driven KYC.
• Two-stage financing (internal & external) with a target of reducing manual processes by 60–70% by Month 24.

• Full end-to-end UHNW client journey blueprint: Pre-onboarding through legacy planning. 4 phases, 18-month rollout.
• Client portal design, AI-enhanced KYC, bespoke reporting artefacts.
• Next-gen succession programs and integration to Luxury ecosystem.

• All 24 operational processes mapped end-to-end across 5 service lines (TA, FA, Tax, AIFM Services, Corporate Secretariat).
• Risk and complexity rated for each process. Critical pain points identified across all functions.
• Assessment of expected outcome in terms of reduction in manual effort and acceleration of investor onboarding and regulatory reporting.

You agree on a specific output — a report, a roadmap, a policy framework — and pay a fixed price for it, regardless of the hours involved. The price reflects the value of the output, not the time spent producing it.

• Diagnostic engagements with a defined deliverable
• Policy, procedure or framework build
• Standalone due diligence review

A named senior person is available to you every month for a fixed fee. You get a defined number of days and a clear scope. Think of it as a CXO on call — without the full-time salary.

• Fractional COO or CCO engagement
• Ongoing advisory with defined monthly deliverables
• Firms scaling before a permanent hire

A senior operator steps inside your firm for a defined period — fully embedded, fully accountable. Priced as a weekly or monthly commitment. Used when speed and ownership matter more than flexibility.

• Interim stabilisation after a key departure
• Execution residency following a diagnostic
• Regulatory remediation requiring full-time presence

This is a value-aligned pricing model: the overall fee is higher, but a portion becomes payable only if a specific, measurable outcome is achieved. This ensures the consultant has skin in the game. Used selectively — only where the outcome is binary and attribution is clear.

• Revenue growth or fundraising mandates with clear milestones
• Regulatory inspection pass / CSSF clearance
• Business plan delivery tied to a financing round or LP close