Advice on Custody Risk Management and Treasury Management functions for single family office

Project status
Project start date
As soon as possible
Project posted
4 Feb 2019 05:21
Project duration (approx.)
1.0 Day
Budget (approx.)
US$1200 / day
Level of Experience
Senior
Industry
Financial Services
Area of expertise
Finance and Accounting
Consultant location
Off-site
Languages
English (Essential)

Objectives and Key Deliverables

It is envisaged that this piece of advisory work will be around 3 exploratory phone calls of around 1-2 hours each.

We are a Dubai based single family office trying to understand the best practices in family office space in managing the following functions.

 Custody Risk Management
 Treasury Management
 Transactions Management

We are seeking someone with senior level experience, within the finance function of single/multi family offices.

We are active on the ground on international jurisdictions and will go for a multi-custodian model. Therefore, we prefer someone who interacted directly with custodians in Europe and US or has a thorough understanding of the different custodians in these regions and pros and cons with each one.

Advice on setting up a custody risk management framework. After an initial identification of various risk elements associated with custodians, the framework should help us measure and manage them efficiently.

Advice on streamlining the treasury and transaction management functions.

Available actions

You must have an account to be able to apply for projects.

Register as a consultant

Already have an account? Log in


Looking for a consultant?

Post a project and have consultants apply

Post a project

About Talmix

Talmix is an online market place for consultants to connect with clients for projects such as market research, due diligence, competitive analysis, strategic business planning, and organisational reviews.

  • 35,000+ consultants
  • 150+ countries
  • 100+ sectors
Why Talmix >
Top