Portfolio Management and Advisory
At Mount Street, our job is to help you manage your portfolio risk, grow sustainably and meet increasingly complex regulatory requirements for your diverse asset classes. Combining deep expertise with our award-winning proprietary technology tech, CreditHub, is how we move your goals forward with diligence.
Maximising returns while meeting regulatory demands
Our portfolio management and advisory services are designed for regulated counterparties such as banks, insurance companies and funds. We use a combination of comprehensiveknowledge, experience, and industry insights to meet strict standards in the UK, US, Europeand worldwide. Using our proprietary CreditHub software, we cut risks, ensure highest standards of compliance, and deliver results across real estate and debt portfolios.
Portfolio Management
We actively manage loan and debt portfolios across various sectors, ensuring compliance and portfolio resilience. We offer a suite of management products, including portfolio valuations, strategic solutions, trade execution, portfolio surveillance, credit ratings, analysis & reporting, NPL workout, debt restructuring, and funding solutions. Using our software platform, CreditHub, assets are monitored daily to identify risks early and adjust strategies in response to market conditions.
Advisory Services
Independent advisory services across portfolio structuring, strategic solutions, capital adequacy, and regulatory stress testing, tailored for insurance companies, pension funds, and global asset managers.
Product Coverage
Our Portfolio Management and Advisory services apply to a wide range of asset classes ranging from liquid sovereign debt to bespoke bilateral loan contracts. The team have experience of managing asset-backed finance, corporate credit, digital lending, infrastructure & project finance, SSA issuance, structured credit, and transportation finance. The entire debt structure is represented including bonds, loans, collateralised debt, asset-backed paper, syndicated loans and highly structured direct lending, both performing and non-performing, with derivative expertise also allowing the management of swaps, CDS and embedded derivatives.
Regulatory Compliance
Drawing on extensive regulatory expertise, our teams ensure that client portfolios meetcompliance requirements across multiple jurisdictions. Whether operating under the FCA orMiFID II regimes, we apply rigorous legal, financial, and operational checks to supportregulatory alignment, portfolio integrity and adherence to reporting requirements.
Performance Reporting
Clear and detailed reports are provided to track performance for regulated counterparties. Using CreditHub’s real-time data, insights are shared on potential returns, risks, andcompliance to support informed portfolio oversight.
Independent, Regulation-First Portfolio Solutions for Banks, Funds & Insurers
Our detailed approach to portfolio management and advisory
Our team delivers independent portfolio management and advisory services designed for regulated counterparties across the UK, US, and Europe. Leveraging CreditHub’s real-time analytics, we perform in-depth asset reviews, risk surveillance, and stress testing. Based on this analysis, we can then offer a variety of solutions or services as required by the client. This proactive approach identifies vulnerabilities early, ensures audit-ready compliance and allows clients to seize opportunities for portfolio optimisation.
Trusted partners that work closely with you
At Mount Street, the relationships we have with our clients are foundational to how we operate. By working closely with you, we gain a deeper understanding of your needs and objectives, allowing us to steer your portfolio’s performance for the long-term.
Strengthen your portfolio with renewed confidence Ready to serve you with independent, regulation-focused portfolio management services, our team will bring its expertise and real-time insights to make sure you grow sustainably while staying ahead of regulations.
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