Assistance to SWFs and PPFs with their set up, expansion, strategy and investments; and to other market players with their in-roads into the SWF industry. Clients during the first two years of operations include the World Bank, the United Nations and an Asian SWF.
Our expertise revolves around the following advisory and consulting areas:
- Fund establishment and expansion, institutional framework and governance;
- Vision and mission, strategy, risk profile and asset allocation;
- Market analysis, collaboration and co-investment platforms;
- Portfolio valuations, financial due diligences and feasibility studies;
- Equity and debt fundraising and global deals origination (see Fundraising);
- M&A advisory, private placements and broker-dealer services (see Fundraising).
The firm is part of a collaborative network of subject matter experts and former SWF executives, and can pull resources according to the needs of the project.