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©2019 by Engee Advisors.

Engee Advisors exists to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful. We provide a broad range of services and solutions to help organizations facilitate change, achieve their vision and optimize performance and productivity.

Fintech Advisory Services

Grow Your Business

Wealth Management & Private Banking

Expand Your Client Proposition

Capital Markets

Expert Guidance

Asset Management

Grow Your Business

Corporate Services

Expand Your Client Proposition

Market Access

Expert Guidance

Potential Areas of Engagement:

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  • Financial Markets / Treasury Product / Wealth Management product and governance frameworks.

 

  • Revenue enhancement through determination of the feasibility of new product / businesslines:

    • Market research;

    • Systems requirements and recommendations;

    • Creation of policies and procedures.

 

  • Strategy and Operational audits.

 

  • Organizational spring clean.

    • Custodians tend not to remove holdings even of companies that may have gone bankrupt / bonds that have defaulted. We have experience of identifying and persuading the large custodians to remove these securities – which can result in saving substantial amounts of money.

    • Identification of revenue lost due to poor invoicing of trailer fees etc. One of our principals was able to turn a major private bank’s revenue stream into positive territory just by investigation of trailer fee receipts.

 

  • Merger integration:

    • Integrating governance and risk methodologies;

    • Ensuring fair treatment of customers; and

    • Overseeing issues around the closing of accounts with service providers.