What we do
Brian Shearing and Partners is a management consultancy specialising in the provision of services to financial institutions
These services include:
- Product Development
- Pensions
- Individual Savings Accounts
- Onshore and Offshore Bonds
- Unit Trusts and Open Ended Investment Companies (mutual funds)
- Start up businesses
- Fund managers
- Mutual fund managers
- Life assurance companies
- Pension schemes
- Wrap platforms – B2B, B2C and Corporate
- System and service provider selection
- Systems for any of the above new products and start ups
- Third party administrators for the above new products and start ups
- Process reviews and audits
- Fund managers
- Mutual fund managers
- Life assurance companies
- Pension schemes
- Wrap platforms – B2B, B2C and Corporate
- Fund Rationalisation
- Merging mutual funds
- Merging life assurance funds (Part VIIs)
- Making more use of mutual funds by life assurance funds
- All matters regulatory including:
- Retail Distribution Review (RDR)
- Solvency II
- UCITS IV
- AIFs, AIFMs, etc, etc
And lots and lots of other consultancy services in related areas
Just ask to see if we have experience of what you require