Helping clients originate, develop and deliver their new and evolving business lines and products through leveraging our experience, knowledge and years of practical management and delivery in this arena
- Business & Product Origination
- Rules, Regulations, Control and Compliance
- Product structuring
- Support model development
- Design and Implement process and accounting flow
- Resourcing and Training
- Client Service Provision
Delivering a multi phased programme from scoping assessment through to execution and transition handover.
We will work with your internal divisions and business units, your external providers and if required clients.
We can develop plans and recommendations around your business and product strategy. We can handle all aspects of launching a new business and or product, its supporting operating and operational model, infrastructure, processes and resources to help you set up business units, funds, offering memorandums, offices and branches.
A key strength of the OCREUS Group, its experience, knowledges capabilities and resources in this space. We will not simply produce a high level plan. All our plans and recommendations are developed from our experience and importantly listening to our clients, working with our client and preparing a strategy that both satisfies the clients requirements and we are able to deliver.
Providing a linked service ensuring a front to back assessment, planning, recommendations, development, delivery, execution and handover transition capabilities.
With specialist strength across global financial institutions from Sell-side to Buy-side, Custodians to Exchanges, Intermediary Broker Dealers, Transfer Agency and Fund Accounting, bringing a depth across Front Office, Middle Office / Operations, Finance, Treasury and Risk Management, along with coverage across other divisions and functions.
The OCREUS Group brings a core strength from Front Office though all accounting, tax and operational matters from Origination, Trade and Sales Support, through to Settlements, Asset Servicing, Income, Control and Reporting all supported by a depth across Risk Management, Finance through Product Control, Financial Control and Financial Reporting.
Our previous successes are demonstrated through our case studies. We are well-practised experts in building new business and product lines, from vanilla to esoteric, equity to fixed income, credit and structured finance.