Regulated Portfolio Management & Advisory Services

For institutional clients looking for regulated, expert oversight, our team at Mount Street offers services as a specialised portfolio management firm, delivering everything from investment advisory to portfolio management and brokerage and placement services.
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How We Deliver Value

Authorisation and Regulatory Oversight

Serving institutional clients, Mount Street is authorised and supervised by: 

  • BaFin (Federal Financial Supervisory Authority) and Deutsche Bundesbank in Germany, both as an Investment Firm and a Credit Servicer under the Secondary Credit MarketAct, with cross-border passports in place for our European offices and other key EU markets 
  • Financial Conduct Authority (FCA) in the United Kingdom 
  • Securities and Exchange Commission (SEC) in the United States

Our regulatory framework ensures robust governance and assured compliance across the jurisdictions in which we operate.

Authorisation and Regulatory Oversight

Whether you’re a bank, fund manager, insurance company or alternative lender, we offer a comprehensive suite of services to help you manage risk, align with regulations and optimise your portfolio. Our core offerings include:

  • Credit analysis and rating 
  • Portfolio reporting, surveillance and risk management 
  • Valuation and fairness opinions 
  • Fund and securitisation advisory and structuring 
  • Trade execution 
  • Strategic solutions and debt restructuring 
  • Fundraising 
  • Financial model audits and validations 
  • Cash-flow modelling for investments and asset-based finance

Across both public and private debt, these services span a wide range of asset classes including asset-based finance, commercial real estate, corporate credit, digital lending, infrastructure & project finance, SSA issuance, structured credit, and transportation finance. Full capital structure coverage is provided, from covered bonds to junior debt via senior unsecured and mezzanine, across a wide range of products. We have expertise in managing bonds, loans, collateralised debt, asset-backed paper, syndicated loans and highly structured direct lending, both performing and non-performing.

What Makes Us a Trusted Partner

Global Presence

We operate from offices in London, Dublin, Düsseldorf, Madrid and New York, supporting cross-border service delivery and local market expertise.

Experience and Track Record

Our team has a notable depth of experience as credit analysts, portfolio managers and structured finance specialists, with specialised expertise across a variety of asset classes, portfolio management and regulatory reporting.

Independence and Transparency

As an external and independent third-party advisor, our regulated firm provides: 

  • Full transparency across all assumptions, inputs and modelling parameters
  • Audit-ready methodologies that are aligned with regulatory standards 
  • Comprehensive documentation to support confident investor reporting, governance and negotiations

Market-leading Technology

At Mount Street, all our services for clients are supported by CreditHub, our proprietary and award-winning technology platform. CreditHub makes sure you operate in a secure, streamlined and scalable way with timely reporting, automation and transparency across complex portfolios.

Case Studies

Discover real-world case studies showcasing successful implementations and strategies

Flexible Solutions for Distressed Debt

Flexible Solutions for Distressed Debt

Delivered bespoke NPL management for a leading European investor, providing flexible expertise to ma...

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Outsourced Asset Management for Growth

Outsourced Asset Management for Growth

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

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Structured Financing for Europe’s Largest Stadium Upgrade

Structured Financing for Europe’s Largest Stadium Upgrade

Acted as Creditor’s Representative on the €1.5 billion Spotify Camp Nou redevelopment, ensuring smoo...

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Background

Gain clarity and efficiency with our expert advisors and portfolio managers. Whether you're looking for an expert to manage your complex portfolio or provide advisory solutions for greater insight, our team at Mount Street is ready to help.

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