A range of services for offshore private client fiduciary service providers including:

 

Business Development

 

• review and agree strategy.

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• product development.

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• review and improve processes including related marketing and new client materials.

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• new client acquisition.

 

Administration

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• audit individual client mandates.

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• review and improve client profitability.

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• IT project management.

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• review and improve policies and procedures.

 

M&A

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• pre-sale review and audit.

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• preparation of pitch book.

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• introductions to possible acquirers.

 

To arrange a call back or meeting please email: enquiry@ionicconsultinghk.com

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