TEN YEARS OF DELIVERING GOVERNANCE, Business and Delivery Consulting for INVESTMENT MANAGEMENT and Fund Services
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New Frontiers
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Revised Models
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STRUCTURE & STRATEGY
Draycliffe offers strategic solutions for market participants across the investment fund delivery spectrum, drawing on extensive multi-jurisdictional experience gained directly in investment fund management and fund services companies,
Deep product knowledge brings the practical understanding to help fund management or fund services companies achieve their aims through change management, transformation, distress remediation, fund infrastructure health-check, investor due diligence or governance initiatives. Responsible investing and ESG models built on strong governance principles and UNPRI accreditation credentials.
Draycliffe offers strategic solutions for market participants across the investment fund delivery spectrum, drawing on extensive multi-jurisdictional experience gained directly in investment fund management and fund services companies,
Deep product knowledge brings the practical understanding to help fund management or fund services companies achieve their aims through change management, transformation, distress remediation, fund infrastructure health-check, investor due diligence or governance initiatives. Responsible investing and ESG models built on strong governance principles and UNPRI accreditation credentials.
Client engagement sectors:
Hedge Fund / Fund of Fund Managers | Fund Service Providers | Wealth & Asset Managers | Trade Finance | Web3 & Crypto | Geothermal | Wind Power
Hedge Fund / Fund of Fund Managers | Fund Service Providers | Wealth & Asset Managers | Trade Finance | Web3 & Crypto | Geothermal | Wind Power
hedge fund tune-up
HEDGE FUND TUNE-UP
YOU NEED TO LIFT THE HOOD BEFORE SITTING IN FRONT OF INVESTORS
YOU NEED TO LIFT THE HOOD BEFORE SITTING IN FRONT OF INVESTORS
Does it run properly and do you maintain it correctly?
Despite all the intense preparation for fund marketing how often is the actual structure of the offering revisited?
Despite all the intense preparation for fund marketing how often is the actual structure of the offering revisited?
- The offering structure which includes the dusty documents that were signed up to couple of years prior, and
- The operating structure which purports to deliver management process in line with the long-forgotten provisions that might lie within
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THE TUNE-UP SERVICE IS AIMED AT REDUCING THE GAP BETWEEN INVESTOR EXPECTATIONS AND THE ACTUAL FUND MANAGEMENT OPERATION
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The service comprises:
- Key Documents Review and Operating Model Review with the delivery of gap analyses and remediation plan.
- Company Manual documenting the roadmap of all structural relationships and outlining operating, risk & control and governance models.
operating models
OPERATING MODELS
SOLUTIONS THROUGHOUT THE BUSINESS LIFECYCLE
SOLUTIONS THROUGHOUT THE BUSINESS LIFECYCLE
Business Realignment: Organisation, Transformation and Effectiveness
- Hands-on involvement within the business
- Hands-on involvement within the business
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Adding business management skills to skilled investment practitioners
Fixing broken models and change management Integrating a platform that includes 3rd party providers Effective resource deployment |
Business Review: Delivery and Governance
- In-depth review of key business elements
- In-depth review of key business elements
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Product offering documents vs. delivery
Operational infrastructure Third-party relationships and delivery |
Business governance
Fund governance Due diligence preparedness |
Interim Management: Originating, Building or Bridging
- Part-time or full-time for a limited period
- Part-time or full-time for a limited period
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Early stage or start-up support
Structuring new products and bringing them to market Managing a business across a development or realignment period |
INVESTOR pitch book
What to consider before you bring in the investors:
Your pitch book needs to tell a story and you need to know how to tell it
INVESTOR PITCH BOOK
A ROADMAP TO TELL YOUR STORY
A ROADMAP TO TELL YOUR STORY
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The Process:
Based on 25 years of senior funds experience, from launches to facing some of the most significant global investors, Draycliffe will bring essential and dynamic content to your pitch document. This insight has been further honed by working closely with experienced allocators to identify the key failings that they observe in presentations they attend.
Based on 25 years of senior funds experience, from launches to facing some of the most significant global investors, Draycliffe will bring essential and dynamic content to your pitch document. This insight has been further honed by working closely with experienced allocators to identify the key failings that they observe in presentations they attend.
- A template with a logical flow is determined
- Existing content is aligned and placeholders for new information identified
- Collaborative engagement to complete the story
- Once the content is optimised then a specialist design house can add a visual edge, if needed
- Finally, the personal coaching begins on both one-on-one and team levels to ensure that you effectively bring your offering to life.
about us
DRAYCLIFFE PRINCIPAL: CLIVE SNOWDON
WIDELY EXPERIENCED IN FUND MANAGEMENT, FUND SERVICES, GOVERNANCE AND OPERATIONAL MANAGEMENT
WIDELY EXPERIENCED IN FUND MANAGEMENT, FUND SERVICES, GOVERNANCE AND OPERATIONAL MANAGEMENT
Hedge Funds COO
Set up two hedge funds managers from scratch
- establishment of numerous fund entities & attendant documentation
- establishment of all trading, custody and administrative arrangements
- setting up operations, trading and risk systems, finance and compliance functions and governance models
- restructuring the funds, the operational infrastructure and the third-party providers
- development of many complex products during a period when assets grew from under USD1bn to c.USD7bn
- remediating business from a very distressed state, rebuilding management and executive teams
- resolving critical operational and regulatory issues, creating a cost efficient, scalable and functionally aligned business model
- strategic reorganisation of group in offshore and Asian locations to build for growth
- total of 30+ years management experience in alternative assets
media
MEDIA & INDUSTRY ACTIVITY
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Articles:
"Are Fund Admins Ready for this Month-End?" "Hedge Fund tune-up: can you risk sitting in front of investors if you haven't lifted the hood?"
Conference Activities:
Panellist: "Currency Hedge Funds in 2020" - FX Hedge Fund Expo 2020, Online - 28-29 October 2020 Round table host: "ODD Masterclass" - HFM Week European Emerging Manager Operational Leader's Summit, Surrey - 20-21 February 2018 Round table host: "Transforming your operational infrastructure" - HFM Week European Operational Leader's Summit, Hertfordshire - 25-26 September 2017 Webinars:
Panellist on "Raising Assets in Japan" and Interview with Clive Snowdon |
awards
"BEST GLOBAL CONSULTANT FOR BUSINESS STRATEGY"
FOR THE SECOND YEAR RUNNING - 2018 HEDGEWEEK AWARDS
FOR THE SECOND YEAR RUNNING - 2018 HEDGEWEEK AWARDS
Draycliffe was delighted to win the award category for "Best Global Consultant for Business Strategy" at the 2018 Hedgeweek awards for the second year in a row. The award was presented at the Hedgeweek Global Awards ceremony at the Reform Club in central London on Friday, 9 March 2018.
The award winners were determined by the votes of Hedgeweek's 41,000 subscribers which include institutional investors, wealth managers, fund managers, law firms and other service providers: Hedgeweek Global Awards 2018
The award winners were determined by the votes of Hedgeweek's 41,000 subscribers which include institutional investors, wealth managers, fund managers, law firms and other service providers: Hedgeweek Global Awards 2018