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Customized
Solutions

One-off or Project-based services

  • Previse is not a typical investment solutions provider. We are a specialist boutique that is led by investment professionals with institutional backgrounds and experience.
  • We understand that certain client relationships may start with a targeted requirement for advice and support on a particular strategy or investment decision. For example, the sourcing of investment within a niche or specialist strategy of theme (e.g. infrastructure, secondaries, AI thematic, etc.) or support on the due diligence and/or monitoring / control of an investment or portfolio of investments.
  • Previous projects have included the sourcing a specific investment exposure (e.g. collection of ‘top’ hedge fund managers) or the set-up of a special purpose vehicle to access a specific investment opportunity for real estate-related income.
  • Whatever your special project may be, we welcome the opportunity to discuss how Previse may be able to help.

manager selection

Specific Manager Selection

Given Previse’s expertise in the sourcing, selection, analysis, due diligence and monitoring of alternative and private market investments, we often support our clients by helping them to identify opportunities within a specific investment strategy and find a shortlist of top investment managers from whom to choose. Our support in this activity can be from anywhere between sourcing to selection. Our clients can mandate us to only support them in certain aspects of the selection in line with their requirements.

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diligence support

Due Diligence Support

Investment manager due diligence is not only important before and investment, but just as important after the investment has been made. Investment “monitoring” helps to ensure that a selected external investment manager has stayed true to their investment approach and strategy. Previse carries out this important activity for all managers to whom we have deployed capital and this activity can be offered to our clients on their chosen managers. This service can include a “desktop” review or a complete review, which includes onsite visits with the investment manager.

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Dedicated Investment Vehicles

Dedicated Investment Vehicles

As investment manager ourselves, Previse has experience in creating investment vehicles for our investments and our clients. Investment vehicles can make a big difference in areas such as reporting, taxation, liquidity, fees and other important considerations. Previse works with a “preferred network” of advisors and consultants who we can call upon to help define the ideal and most appropriate investment vehicle for you. Beyond simply setting up the structure, Previse can further support its on-going management in areas such as directorships, reporting and administration, investment management and others.
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