The types of firms we work with
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Portfolio Management
Cosegic's experienced Wealth Management team helps portfolio managers interpret their regulations, using our in-depth knowledge to simplify complex regulations.
PORTFOLIO MANAGEMENT -
Advice Services
Our practical, effective advice helps wealth managers offering advice services put in place the appropriate compliance regimes for their business model to support their growth.
ADVICE SERVICES
You might be interested in these services...
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Ongoing Compliance
Whether you’re seeking a compliance partner for the first time, or want to benchmark your current provider we offer a genuinely fresh perspective.
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Training
E-learning, classroom training and board briefings to help firms meet FCA training and competence obligations.
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FCA Authorisation
If you want to provide regulated financial services, we can help you avoid pitfalls and delays with your FCA authorisation application.
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