Discovery and planning
We begin with a discovery session to understand goals, current holdings, and constraints. This informs the onboarding plan.
Documentation and compliance
We collect the required onboarding documents and confirm suitability. The process is guided and transparent.
Custody setup and access
We assist with custody setup, access provisioning, and security best practices so clients are ready to transact.
What to prepare before onboarding
- Primary decision makers and contacts
- Current portfolio overview and objectives
- Preferred reporting cadence
- Any compliance or documentation requirements
Portfolio implementation
Allocations are implemented with clear rationale, expected timelines, and communication checkpoints.
Ongoing support
After onboarding, clients receive regular updates and a dedicated point of contact for ongoing support.