CISA Finance · Independent Advisory
Bringing clarity to financial challenges.
CISA Finance advises asset management companies and investment firms on strategic, regulatory and organisational matters.
Structuring · compliance · governance
Strategic advisoryClarifying choices and priorities
AMF structuringPreparing regulatory projects
ComplianceBuilding effective control frameworks
Internal controlStrengthening operational governance
Funds & investments
Markets and investment vehicles.
Real estate funds
Private equity
Our expertise
Solutions tailored to your needs.
CISA supports asset management companies and their vehicles at key stages: project design, organisational change and improvements to governance frameworks.
Strategic advisory
Defining strategic direction, evolving business models and supporting growth projects.
AMF structuring
Supporting the launch, development and organisation of asset management activities and investment vehicles.
Compliance & Risk
Reviewing and structuring compliance, risk management and internal control frameworks.
Organisation & Governance
Clarifying roles, documenting procedures and supporting governance bodies.
Our approach
From diagnosis to controlled implementation.
Each assignment starts with the organisation’s circumstances, objectives and constraints. CISA works with its clients to develop a clear, proportionate and practical response.
01
Understand the context
Identify objectives, the regulatory framework and key decisions.
02
Structure the options
Assess available solutions and their organisational implications.
03
Support implementation
Turn agreed directions into tailored actions, documents and processes.
Who we serve
Working closely with decision-makers and their teams.
Support for organisations balancing growth, regulatory requirements and strong governance.
Asset management companiesLaunch · development · organisation
Investment firmsStrategy · structuring
Executives & teamsGovernance · control
Institutional investorsProjects · tailored frameworks
Planning a change or a new project?
Tell us about your priorities. We will arrange an initial confidential discussion.
Email us: lecomte@cisa-finance.com