Who We Are
The Group is a financial services support provider, capitalising on the investment management industry’s shift to investing in Alternatives and the outsourcing of non-core services. As a vertically integrated industry specialist, the Group seeks to be a leading services and infrastructure provider for Alternatives fund managers and asset owners, servicing clients at key stages of their development.
The Group’s business was founded in 2010 by Matthew Hudson, originally as a specialist legal firm providing advice to asset managers. As the Alternatives sector expanded and the regulatory environment faced by its clients became increasingly complex, the Group diversified its business to offer a broad range of specialist asset management consultancy services to fund managers and investors. These services assist clients with their legal, regulatory, reporting, investment consulting, investor relations and other administrative requirements both in terms of the set-up and continued operation of fund management activities. The Group also provides benchmarking and data & analytics services, including ESG. By facilitating the outsourcing of non-core services, in whole or in part, the Group enables fund managers and investors to operate more efficiently and reduce their increasing regulatory and administrative burden.
The Group operates in the global asset management market and is focused on the Alternative investments subsector within that market, which includes private equity, real estate funds, hedge funds, infrastructure funds and private credit. The global Alternatives market is expected to grow to US$21.1 trillion by 2025, an increase of 109 per cent. on 20161. As this sector grows, so does the infrastructure required to support it, enabling increasing opportunity for a multi-service provider such as the Group. Core to the Group’s growth strategy is capitalising on trends within this growing industry, primarily the increasing levels of regulation driven by pressure on regulators to ensure greater transparency is provided to customers. This trend creates an opportunity for providers of specialist expertise across the domains of legal services, fund management operational support, regulatory compliance solutions, administration services, investment consulting and benchmarking, all of which are provided by the Group.
The Group seeks to scale the business through four key routes; organic growth, acquisitions, investing activities and franchise opportunities.
The Group has approximately 200 staff and over 1000 clients, of which more than 700 of such clients are institutional investors. The assets managed and advised by the Group’s clients exceed $1 trillion. Since inception, the Group has grown Underlying Revenue organically, through acquisition and through launching its own start-up businesses, from £11.2 million in FY 2017 to £20.3 million in FY 2020. The Group is headquartered in Jersey and has operations in Jersey, the UK, Guernsey, Luxembourg, the Netherlands, Switzerland, Italy, the US and Canada.