Investment Management & Capital Advisory

With extensive experience in all asset classes and handling large and complex portfolios, Mount Street is uniquely positioned to offer services in the alternative assets and private debt markets for banks and institutional investors by delivering Debt Solutions & Advisory services as well as Investment Management services.

Mount Street Portfolio Advisers is subject to supervision by the German Federal Financial Supervisory Authority (BaFin) and Deutsche Bundesbank and is licensed to provide Investment Advisory, Portfolio Management, Investment Brokerage and Contract Brokerage services through its offices across Europe and is approved by the SEC to act as a Registered Investment Adviser in the USA.

Investment Management

  • For investors planning to invest in illiquid debt or structured credit products, Mount Street provides support across the whole value chain
  • Currently actively deploying investment capital into the asset classes Renewable Energy and Maritime assets
  • Ability to capitalise on Mount Street’s established, efficient infrastructure for segregated managed accounts
  • Originate credit investments directly at the source from Mount Street banking roots and through connections made by virtue of the large existing portfolio it manages

Risk Management

  • Independent risk assessment, analytics and reporting on either a single asset or portfolio basis
  • Fulfilling all requirements of a “qualified outsourcing party” for regulated investors
  • Valuations (as a regulated AIF valuation servicer) across a wide range of asset classes tailoring the methodology and the cash flow modelling
  • Restructuring expertise / Value creation in restructuring / exit situations
  • Bespoke, seamless reporting, which is customisable for individual clients or portfolios

Capital Advisory

  • Analysis and optimisation of existing capital structure for clients (Debt & Equity)
  • Development of financing strategies
  • Structuring & modelling of potential capital solutions
  • Support in capital sourcing for clients
  • Support in negotiations with capital sources
  • Execution & transaction closing support

Portfolio Services

  • Portfolio Management services for sellers and investors
  • Broad expertise including complex asset classes
  • Transaction on-boarding support
  • Servicing of the target asset pools
  • Set-Up of full portfolio reporting
  • Portfolio sales support
For more information on any of our services