Our firm was founded to assist clients in developing a strategic operational plan and evaluating workflow, technology and operational enhancements to improve efficiency and productivity.

Our business model is one of rapid and direct engagement by our partners. We carefully evaluate the specific requirements of each client mandate and dedicate the resources we feel are best qualified to ensure a successful project.

Strategic Planning

  • Business Development
  • Strategic Plan Development
  • New Market Initiatives
  • Corporate Development Strategies Including Business Development, Partner and Acquisition Planning.
  • Partner and Acquisition Strategies
    1. - Due Diligence
    2. - Integration Planning
    3. - Post Transaction Analysis
    4. - Stake Holder Communication Strategy
    5. - Change Management

Investment Operations

  • Manager Due Diligence
  • Marketing Strategy/Branding and Compliant Documentation Development
  • Asset Allocation Modeling
  • Risk Assessment Questionnaire and Scoring Methodology
  • Capital Market Assumptions
  • Investment Policy Statements
  • Client Reporting

Business Process Reviews

  • Workflow Analysis
  • Risk Analysis
  • Risk Mitigation Strategy Development
  • Benchmarking

Core Functionality Reviews

  • Portfolio Accounting
  • Trust Accounting
  • Trading and Custody
  • Back-Office Systems
  • Regulatory and Policy Compliance

Systems, Application and Technology

  • Evaluating In House, Outsourcing, and Hosting Strategies
  • Current State Evaluation
  • Gap Analysis
  • Vendor Evaluations
  • RFP Process
  • Service Level Review

 To find out how Netherby's Consulting Services can benefit your business, simply Contact Us.