Consulting
Financial Solutions
Within Financial Solutions, we work closely with our clients to offer:
- Finance Manager and Controller ‘for-hire’. Our consultants serve as in-house finance professionals on an interim basis—providing stability and expertise during parental leave, after staff changes, or while you search for a permanent solution.
- Project Management for finance-related initiatives, ensuring your financial operations run smoothly and efficiently.
Process Automation Consulting
We help finance departments and businesses streamline operations by automating manual, repetitive tasks. Our process automation consulting leverages leading tools such as UiPath and Power Automate to deliver:
- Time savings and increased productivity for your finance team
- Reduced risk of manual errors and improved data quality
- Compliance with Swedish and international standards through robust audit trails
- Tailored solutions for Excel-heavy processes, SAP integrations, and more
Whether you need a full automation strategy or targeted improvements, we support you from process mapping to implementation and ongoing optimization.
Investment Solutions
In Investment Solutions, we provide practical support to investment portfolio owners and managers. We assist in all aspects of investing—from strategy and structure to evaluation and implementation.
We work with our clients in a variety of areas, including:
- Structuring of Investment Management Mandates, including development, review, and maintenance of complete Investment Policy Statements.
- Assessment of Exchange-Traded Products (ETFs, ETNs, ETCs) for inclusion in your investment universe.
- Portfolio Construction using quantitative techniques (Gain/Loss, Sharpe, Bands) and qualitative/discretionary approaches.
- Derivatives Overlays, such as implementing Profit Protection strategies.