Portfolio Management andAdvisory for Regulated Counterparties
Mount Street combines regulatory expertise and extensive portfolio managementexperience with our proprietary technology, CreditHub, to help regulated counterpartiesmanage their portfolio & regulatory risk and unlock sustainable portfolio growth.
Maximising returns while meeting regulatory demands
Our portfolio management and advisory services are designed for regulated counterpartiessuch 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 higheststandards 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, capitaladequacy, 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 classesranging from liquid sovereign debt to bespoke bilateral loan contracts. The team haveexperience 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 andnon-performing, with derivative expertise also allowing the management of swaps, CDS andembedded 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 forregulated counterparties across the UK, US, and Europe. Leveraging CreditHub’s real-timeanalytics, we perform in-depth asset reviews, risk surveillance, and stress testing. Based on thisanalysis, we can then offer a variety of solutions or services as required by the client. Thisproactive approach identifies vulnerabilities early, ensures audit-ready compliance andallows clients to seize opportunities for portfolio optimisation.
Trusted Portfolio Management for Regulated Counterparties
With extensive experience managing portfolios across the UK and internationally, our teamsupports regulated counterparties through strong client relationships and a hands-on,collaborative approach. Human interaction is central to our work, enabling a deeperunderstanding of each organisation’s needs and objectives.
Ready to elevate your portfolio with confidence? Partner with Mount Street for independent, regulation-focussed portfolio managementservices backed by real-time insights and deep expertise. Let’s build resilience, unlockgrowth, and stay ahead of regulatory demands, together.
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