Funds & Securities

Tracking trends, hot topics and regulatory issues impacting the industry and assess the implications for our clients.

Experienced on  FATCA, AIFMD , UCITS IV, MiFID  for which we have already delivered valuable solutions to our clients


  • Solutions fitting your fund development strategy and goals.

  • Wide range of services covering the main activities of the fund industry value-chain.

  • Business consultants with proven track record in the fund sector.

  • Experience sharing from numerous major fund promoters and other fund actors.

  • Ongoing Research on Funds market trends


Initio Academy

  • Public Keynotes
  • Survey & Studies
  • Hackathon
  • Focus Group
  • Publications

Innovation & Intelligence

  • Blockchain & Cryptocurrencies
  • Robo-Advisors
  • Business Intelligence and Data Science
  • Robotic Process Automation
  • Artificial Intelligence & Machine Learning
  • Fintech Observatory

Funds & Securities News

Funds & Securities People

For any enquiries about our services, don't hesitate to contact one of our Business Managers.