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Crescendo Capital
Crescendo Capital
Crescendo Capital

Delegated 
Investment
Services

01

Overview

A unit within Crescendo Group serving institutional clients and independent managers seeking to enhance or delegate part or the entire investment services offered to their clients. The Delegated Investment Services (DIS) unit has the objective of facilitating the extension of the group’s expertise to selected partners in a “plug and play” approach. The level of integration to the platform is highly flexible.

“ Outsourcing financial services gives you access to talent, without the expense of hiring in-house ”

- Douglas Kalen, Co-Founder Crescendo Group

02

philosophy

Through the years we have built strong relationships with a select number of financial institutions and independent managers. Each of those partners is unique in their needs and have all contributed to enhance the set of services and processes we offer today.

We stress the importance of a well-managed onboarding process as well as the communication framework throughout the life of the relationship as it is determinant of the quality delivered to the final client.

Crescendo Capital

Dedicated Team

Crescendo Capital

Portfolio Management System

Crescendo Capital

Digital Tools

Investment Committee Process

Portfolio Management

Asset management

3

SERVICES

Investment Committee Process

- Market monitoring 

- Investment Selection

- Asset Allocation 

- Investment Office Library

3

SERVICES

Portfolio Management

- Discretionary Portfolio Management

- Wealth Management Reporting

- Investment Advisory

3

SERVICES

Asset management

- Product structuration

- Investment management

- Private market expertise

- White labeling

04

DIS

Value Proposition

Our partners can benefit from:

  • - Focusing on client relation
  • - Turn-key solution
  • - Instant access to proven track record
  • - Dedicated global experienced team and resources
  • - Avoiding heavy investments in in-house solutions

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The Next
Generation

Our greatest quality is the ability to be agile in a changing world where size is not enough and speed is essential.

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