Dynamique provides consulting services based on review, assessment, recommendation, implementation and on-going management of best practice. Our main areas of expertise cover the following areas:

• Asset management
  • Front, middle, back office, investment products, service, systems, compliance and regulation
  • Performance measurement and review
  • Risk management including operational, credit and market risk
  • Client services, service level agreements etc..
• Global investor services
  • Key performance indicators and client product delivery assessment
  • Risk management both operational and credit risk
  • Client services
  • Sub-custodial performance and service level agreements
• Client services
  • Relationship management – keeping client at forefront of your business model
  • Key client touch points
  • Making the most of internet for client reach
• Wealth Management / banking
  • Compliance, regulation testing and evidencing
  • Product design and marketing
  • Risk management – Basel 2, Capital Measures and Standards
  • Treasury – operational and credit risk
• Financial Advisory
  • Paraplanning system design
  • Meeting regulatory requirements
  • Client risk assessments
  • Specifically selected investment risk/reward knowledge systems to help investor make “informed decisions.”

Dynamique is delighted to have worked with the following organisations providing CPD or consulting service:

Journal of Financial Advice - Dynamique's article on 'What’s all the Fuss about Short Selling?'

If you would like more information on any of our services or to arrange a mutually convenient exploratory discussion as to how we may be able to help please do not hesitate to email us on either of the CONTACT US email addresses.