Lionpoint Group Transforms Operations for the Alternative Investments and Financial Services Industries

Lionpoint Group is a global advisory firm with a unique focus on the Alternative Investments and Financial Services industries. Our business model combines the talents of industry leaders and experts in service delivery to assist clients in achieving operational efficiencies and excellence through structure, process and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Our primary objective is to design, develop and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk and enhance portfolio value for our clients.

Our vision is to be recognized by the Alternative Investments and Financial Services Industries as the partner of choice for Asset Managers, Investors and Owners looking to achieve operational and business excellence.

Clients include Fund and Asset Managers, Investment Advisors, Pension Funds, Sovereigns, Endowments, Family Offices, Trusts and other participants in the Alternative Investments ecosystem. We also serve banks, insurance companies and other financial services firms.  We have deep expertise across fixed income, private equity, real estate, private debt, liquid credit and infrastructure.

Certified implementation partners with Anaplan (certified Master Anaplanners), eFront Invest / FrontInvest, FIS Investran, IHS Markit iLEVEL, Dynamo, DealCloud, Workiva and Yardi. 

Lionpoint is part of the Alpha Group, more details can be found at www.alphafmc.com.

Lionpoint Group

Jonathan Balkin

Neil Elliott

Jonathan Broch

Jason Almeida

James Bryson

Giles Travers

Emily Salter

Bernard Hoefsmit

Nick Moore

The Advisory Team at Lionpoint Group provides strategic advice and solutions tailored to clients in the Alternative Investments and Financial Services industries. Leveraging their extensive expertise, the team helps clients optimize business processes, implement advanced technology solutions, and achieve operational excellence. Their services aim to reduce operational costs, mitigate management risk, and enhance portfolio value for a diverse client base, including fund managers, investment advisors, pension funds, and insurance companies.

Advisory Team

Manager Team

Directors and Associate Directors

Consulting

Advisory Team

About

Team members

Other teams at Lionpoint Group

Manager Team

Directors and Associate Directors

Consulting