Loading...
Portfolio management and advisory
As a regulated service, our portfolio management and advisory services are designed to support sustainable, high-performing portfolios through active oversight and regulatory alignment. This includes liquidity forecasts, portfolio reviews, watchlists, rebalancing strategies, concentration risk and scenario analysis. With a focus on long-term value creation and risk mitigation, our clients benefit from tailored strategies that promote consistent returns and responsible growth.
Portfolio management and advisory
As a regulated service, our portfolio management and advisory services are designed to support sustainable, high-performing portfolios through active oversight and regulatory alignment. This includes liquidity forecasts, portfolio reviews, watchlists, rebalancing strategies, concentration risk and scenario analysis. With a focus on long-term value creation and risk mitigation, our clients benefit from tailored strategies that promote consistent returns and responsible growth.
Maximising returns while meeting regulatory demands
Our portfolio management and advisory services are designed for regulated counterparties such as banks, insurance companies and funds. We use a combination of comprehensive knowledge, experience and industry insight to meet strict standards in the UK, USA, Europe and worldwide. Using our proprietary CreditHub software, we monitor risks, ensure the highest standards of compliance, and deliver results across real estate and debt portfolios.
1
Portfolio management
Our portfolio management services support clients across a wide range of asset classes through independent monitoring, analysis and specialist insight. We help counterparties meet regulatory expectations, assess portfolio performance and make informed decisions. Our capabilities include valuations, strategic analysis, surveillance, reporting, credit assessments and support on NPL and restructuring matters.
Powered by our proprietary technology platform, CreditHub, we track portfolio activity, highlight emerging risks and provide clear, data‑driven reporting. Where clients request active management or execution, we deliver those services under their direction, ensuring our work supports their decision‑making rather than replacing it.
2
Advisory services
Independent advisory services across portfolio structuring, strategic solutions, capital adequacy, and regulatory stress testing, tailored for insurance companies, pension funds, and global asset managers.
3
Product coverage
Our Portfolio Management and Advisory services apply to a wide range of asset classes ranging from liquid sovereign debt to bespoke bilateral loan contracts. The team has experience of managing asset-backed finance, corporate credit, digital lending, infrastructure & project finance, SSA issuance, structured credit, and transportation finance. The entire debt structure is represented including bonds, loans, collateralised debt, asset-backed paper, syndicated loans and highly structured direct lending, both performing and non-performing, with derivative expertise also allowing the management of swaps, CDS and embedded derivatives.
4
Regulatory compliance
Drawing on extensive regulatory expertise, our teams ensure that client portfolios meet compliance requirements across multiple jurisdictions. Whether operating under the FCA or MiFID II regimes, we apply rigorous legal, financial, and operational checks to support regulatory alignment, portfolio integrity and adherence to reporting requirements.
5
Performance reporting
Clear and detailed reports are provided to track performance for regulated counterparties. Using CreditHub’s real-time data, insights are shared on potential returns, risks, and compliance to support informed portfolio oversight.
Independent, regulation-first portfolio solutions for banks, funds and insurers
Our detailed approach to portfolio management and advisory
Our team delivers independent portfolio management and advisory services designed for regulated counterparties across the UK, USA and Europe. Leveraging CreditHub’s real-time analytics, we perform in-depth asset reviews, risk surveillance, and stress testing. Based on this analysis, we can then offer a variety of solutions or services as required by the client. This proactive approach identifies vulnerabilities early, ensures audit-ready compliance and allows clients to seize opportunities for portfolio optimisation.
Trusted partners that work closely with you
At Mount Street, the relationships we have with our clients are foundational to how we operate. By working closely with you, we gain a deeper understanding of your needs and objectives, allowing us to steer your portfolio’s performance for the long-term.
Strengthen your portfolio with renewed confidence. Ready to support you with independent, regulation‑focused portfolio management services, our team brings expertise and real‑time insights to help you grow sustainably while staying abreast of regulatory requirements.
Get in touch