Consultancy Services

Helford Capital Partners offers a complete advisory service for new and existing fund management businesses

The Senior management team at Helford Capital Partners have extensive capital markets and investment experience gained in some of the world’s largest financial institutions.

Advisory:

Marketing – Planning and business development, preparation of marketing materials, coordination of Public Relations, press releases, events, social media, assistance in connecting to all common fund platforms, coordination of price delivery and publications.

Investment Operations – Pre-trade controls of the fund manager’s investment proposals, due diligence of specific products in support to the asset manager, review of the fund management structures with respect to investment guidelines.

Financial markets – The strong depth of experience at Helford Capital Partners means we are able to give high value added strategic advice to our clients. We have broad and deep knowledge of global capital markets and outstanding experience investing in debt and equity markets in the developed and developing world.

The types of “Financial Services” firms we serve are:

• Family Offices
• Professional Clients
• Private Banks
• Consultants
• Pension and Retirement Plans
• Foundation and Endowments
• Insurance Companies
• Fund Managers
• Financial Intermediaries