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We provide a wide range of Services

Delegation, oversight and due diligence

The business industry has changed a lot over the last decade. The delegation of specific activities like asset management, fund administration, risk management or custody have become standard. You can delegate all your services to CPoint , enjoy a fully confidential partnership and continue the success .

Asset management

Strategy and Growth.

Linking an asset management firm’s strategy to its growth objectives and corporate ambitions is at the core of CPoint’s mission. We work hard on supporting clients in achieving their organic and inorganic growth targets, evolving their business models, and rethinking their strategies.

Marketing and Sales

Shrinking margins over the past decade are forcing focus on the bottom line as well as the top line—which has always been the most challenging. We address this asset management pain point by helping clients focus on some of the biggest drivers of revenue enhancement, including pricing, distribution, and sales force effectiveness.

Investment Management

Value creation through investment management is key to every asset and wealth management company. CPoint helps improve investment outcomes by using advanced analytics, streamlining the investment management organization and operating model, and implementing new methods of investment strategy development.