Services

Poole Consulting can offer a full range of advisory services to the fund management and asset servicing industries, covering all asset classes both traditional and alternative.  We have advised clients across a range of activities.  These include:

• Assistance with establishing a Funds presence in Ireland (UCITS/PIF/QIF), utilising a variety of Fund structures: VCC, Unit Trust, CCF
• Assistance with relocating a corporate HQ to Ireland together with key executives
• Review of all aspects of a venture capital firm’s investment process, recommendations on change to bring into line with industry best practice, and development of processes and documentation to support the entire investment life cycle
• Providing recommendations on how to broaden an equity manager’s distribution into institutional channels and into partners ex-Europe, advice on marketing material for distribution channels, intermediation with potential distributors, and assistance in developing relevant agreements
• Service provider selection exercises (fund administration, custody, securities lending agent, transition manager)
• Service provider service level reviews and benchmarking exercises
• Education and training on mutual fund operation and administration