Outsourced Asset Management for Growth

Managed £30 billion in diverse portfolios and established ourselves as the trusted partner for an institutional leader.

Sector: Commercial Real Estate

Services Provided:

• Credit Analysis and Asset Management
• Portfolio Management, Fund Raising and Advisory for Regulated Counterparties
• Loan Administration, Cash Management, Facility Agent and Security Trustee

The client faced the challenge of managing a £30 billion portfolio across multiple asset classes while aiming to streamline operations and free internal resources for higher-risk strategies. Their existing structure required significant integration and improved operational efficiency.

Mount Street delivered a fully outsourced asset management solution, assuming all operational responsibilities and integrating 30 client staff into our framework. We centralised processes, implemented automated data systems, and became the client’s golden source for millions of daily data transfers. By managing portfolios across Real Estate, Structured Finance, Private Credit and Infrastructure, we provided the expertise and technology needed to ensure accuracy and enable strategic growth.

As a result, the client achieved greater operational efficiency and flexibility. Complexity was reduced, risk management improved, and accurate, timely information flow was established. This allowed the client to focus on higher-return strategies while relying on Mount Street as a trusted partner for portfolio oversight and reporting.