Welcome to Compass Advisory Services
At Compass Advisory Services we partner with financial advisory firms and asset-managers around the world to deliver high-quality, tech-enabled operational and compliance support. In an environment of increasing regulation, market complexity and cross-border growth, our role is to help you maintain confidence, control and clarity so you can focus on strategy and performance.
Compliance & Regulatory Advisory
We help you navigate the complex regulatory terrain with confidence.
Due Diligence & Deal Processing
Whether you are making an acquisition, disposing of a business or raising/investing into a fund, we support the entire lifecycle.
Back-Office and Administration
We provide operational and administrative infrastructure so your internal teams can focus on their core functions.
State-of-the-Art CRM and Marketing Assistance
We recognise that growth in the asset-management and advisory space is increasingly driven by technology, investor engagement and data-driven insights.
Our Commitment
Compass Advisory Services will provide you with the stability and expertise you need to navigate regulatory obligations, streamline your back-office operations, conduct rigorous due diligence and execute deals smoothly. From on boarding to ongoing monitoring, from fundraising to distributor oversight — we have you covered
Ready to Take the Next Step?
If you’d like to explore how Compass Advisory Services can support your business — whether it be compliance uplift, back-office transformation, deal-processing or growth-oriented CRM/marketing capability — we’d love to talk.
What to Expect
Initial conversation – We’ll start with a short call to understand your business, priorities and current operating model.
Diagnostic and proposal – Based on our discussion, we’ll perform a high-level diagnostic of your needs and submit a proposal outlining scope, deliverables, timeline and fees.
Kick-off and implementation – Subject to agreement, we’ll mobilise our team, align on your objectives, implement the solution and embed the processes, systems and controls.
Ongoing partnership – We remain engaged to monitor performance, respond to regulatory change and support your evolution.