Our product offering focuses squarely on the infrastructure of financial institutions, highlighted by unrivaled expertise in the alternative asset management industry.
Today regulatory bodies and investors require unprecedented transparency and improved reporting capabilities from fund managers. Industry knowledge is paramount in establishing tightly-controlled infrastructures whereby effective management and oversight of operational processes is in place.
The WTP Advisors' capital markets team is led by senior financial industry executives with deep expertise and skill sets finely honed across a broad spectrum of hedge funds, large financial institutions, and private equity firms.
Our unparalleled experience provides us with the extensive knowledge and broad perspective to offer exemplary services to our clients. We partner with hedge funds, private equity funds, broker dealers, and other members of the investment community in the areas of operations, finance, and technology, developing world-class, cost-effective internal control environments.
Our Capital Markets Services
| Start-up & Spin-out Services | Whether you are starting a new fund, lifting out from an existing institution, or expanding your platform, our team of financial industry veterans provides the guidance and support you need to build your business with the operational framework required by investors. |
| Interim C-Level Suite |
WTP’s capital markets team provides the key executives you need immediately during downsizing, right-sizing, spin-outs, startups, or any strategic organizational change. |
| Operational Framework | Exceptional financial institutions require exceptional operational infrastructure. Our team of operating specialists can help you build the best possible operational environment. |
| Compliance Consulting | From the initial registration of investment advisors to building and overseeing a full-scale compliance program, our compliance professionals offer the customized compliance consulting programs you need. |
| Financial Transformation | Financial Transformation is what your organization needs to become more profitable. Our team of financial industry veterans can help you develop practical solutions to expense, headcount, and revenue challenges. |
| IT Strategy & Roadmap | Information Technology related capital expenditures represent one of the largest costs for any capital market organization. Our team of IT professionals will work with your Chief Technology and Chief Operating Officers to develop the optimal blueprint to meet your firm's technology requirements. |
| Business Continuity Planning | We know what questions to ask to create a BCP plan that can effectively protect you in a worst-case scenario. Our process ensures that the plan is all-encompassing and that it can be adequately maintained. |
Hallmarks of a Successful Hedge Fund in 2012
Hedgeweek
By Lou Sala
Partner, WTP Advisors
An insightful discussion on post-Madoff hedge fund diligence processes.
