Client Type: Alternative Investment Manager
Sector: Global Macro / Multi-Asset
Location: United Kingdom
Challenge:
The fund operated without a cohesive trading and risk infrastructure. Execution was inconsistent, portfolio volatility was unmanaged, and internal systems lacked the transparency and discipline required to attract institutional capital.
Solution:
- Built a full trading, risk, and P&L infrastructure from the ground up
- Integrated systems for execution quality, real-time risk, and performance attribution
- Introduced derivatives overlays to manage volatility and improve capital efficiency
- Aligned the entire platform to meet institutional governance and due diligence standards
Result:
- Enabled a USD 400 million increase in AUM, driven by investor confidence in the new setup
- Cut execution costs by 75%, improving operational alpha
- Delivered a 10% per annum uplift in returns through smarter hedging, lower slippage, and structural performance gains
Value Delivered:
Turned a boutique operation into an institutional-grade platform – capable of scaling capital, managing risk dynamically, and delivering consistent, repeatable performance.