WHAT WE DO
Our mandate at Oswego is to provide research and consulting services to ultra high net worth clients (UHNW), institutional clients and corporations. We understand the competitive nature of the marketplace and confidentiality is key to our approach. We carefully research solutions to your specific set of requirements and tailor them to your needs.
UHNW clients who are looking for wealth preservation use our research and consulting services. We go beyond the traditional and take a holistic look at your situation. With our legal, accounting and asset management partners, we examine your situation with a strategic and analytical approach that looks at things in balance.
As an example, we examine financial structures including offshore fund structures for international clients with multi-national corporations.
In addition, we research the profitability of new and emerging investment strategies for clients.
For institutional clients, we provide research on suitability of their investment marketing approach. We examine the soundness of their syndicated finance deals.
We provide research on appropriate strategic market makers to provide clients with access to new means of access to capacity.
We provide discrete market intelligence research.
We are leaders in thinking outside the box. With our in house and external partners, we can research and create new investment structures and test them in our virtual analytical sandbox methodology to determine soundness and appropriateness.
For corporations who are looking at funding structures to underwrite their projects, we provide a number of research and consulting services to determine the soundness of their structures and strategies.
We research and locate appropriate strategic partners who are able to assist and support their project initiatives.
We are comfortable at assisting corporate clients who operate in a number of service and manufacturing sectors from high technology, financial services, media, real estate, oil & gas to industrial situations.
We have formed relationships with some of the top, global leading professional entities in the legal and tax planning fields, and in addition, leading onshore and offshore asset management firms.
We are comfortable with working with your existing circle of advisors. We will work with your domestic banking and investment entities to help you grow your network and your assets.