ClearPoint

Institutional Advisory

Advisory and operating support for organisations managing capital, obligations, and governance.

Who we serve

We support asset managers, family offices, banks, and long-horizon allocators with advice, reporting, and implementation support built around real mandates.

01

Asset Managers

Execution infrastructure, factor research, and distribution partnerships for funds seeking operational alpha and broader market access.

02

Pension Funds
& Endowments

Liability-driven investment frameworks, alternative asset sourcing, and governance advisory for long-duration institutional pools.

03

Banks & Broker-Dealers

White-label technology solutions, liquidity provision, and structured product engineering to extend product shelves and trading capabilities.

04

Family Offices

Consolidated multi-custodian reporting, co-investment review, and portfolio construction support for single and multi-family offices.

What sets us apart

We focus on advice, analytics, reporting, and implementation support. The work is built around the client mandate, not a pre-set product shelf.

01

Aligned advice

We focus on the client mandate and avoid recommendations that only make sense for a product provider.

02

Practical infrastructure

Analytics, reporting, and controlled workflows help teams make decisions and explain them clearly.

03

Cross-border context

We help clients think through markets, jurisdictions, and operating constraints before capital is put to work.

Institutional clients deserve mandates built around their obligations, not products looking for buyers.

$760M+
Assets under advisory
36
Client mandates
7
Jurisdictions served

Advice built around the
decisions that matter.

Work with a team that brings planning, portfolio guidance, and practical support together for families, founders, and long-term investors.