Pathway 01
Establishing a new firm
Move from business concept to operational readiness with a clear roadmap for structure, licensing preparation, governance, systems and investment processes.
Specialist advisory for asset management firms
Build a stronger asset management business.
We help new and established asset managers strengthen the foundations of their business through practical advice on establishment, investment operations, valuation, performance reporting and GIPS compliance.
Pathway 02
Strengthening an existing firm
Review what is working, identify weaknesses and implement practical improvements across operations, valuation, risk and performance reporting.
01What we do
Specialist expertise. Practical implementation.
Focused advisory across the business, operational and performance disciplines that support a credible investment firm.
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Business Establishment and Licensing Readiness
Translate a business concept into a credible operating model and practical path to launch.
Investment Operations and Governance
Strengthen the processes and oversight that turn investment decisions into controlled outcomes.
Valuation and Performance Measurement
Improve the consistency, control and explainability of valuation and investment performance reporting.
GIPS Compliance Advisory
Build a structured, practical framework for implementing and maintaining GIPS compliance.
Investment Risk Frameworks
Create proportionate controls for identifying, monitoring and escalating investment risk.
02 Our approach
Advice that carries through to implementation.
Our engagements connect technical assessment with practical execution: understand the gaps, agree the priorities, develop the frameworks and support the teams.
- 01. Understand
Clarify the business, objectives and current challenges.
- 02. Assess
Review processes, methodologies, systems and supporting evidence.
- 03. Design
Develop recommendations, policies and a practical implementation plan.
- 04. Implement and support
Help teams embed improvements and review progress.
Founder
Olusoji Shitta, CFA
“Specialist investment experience applied to the practical challenges of building and improving asset management firms.”
Praxis brings a focused perspective to investment operations, valuation, performance reporting and business readiness.
Begin a conversation
Discuss your objectives.
Whether you are establishing an asset management business or improving an existing operation, we can help you define the next steps.