Our Purpose
Founded with a belief that financial advisory and asset-management businesses deserve more than templated solutions, Compass Advisory Services exists to bring clarity, control and confidence. Our mission is to allow you to focus on value-creation while we manage the operational, compliance and administrative infrastructure behind the scenes.
Who We Serve
We work with:
Financial advisory firms seeking to professionalise their compliance and operations functions.
Asset-managers (including private equity, venture capital, real-assets, real estate and hedge funds) looking for back-office, investor services, and deal-execution support.
Global platforms needing multi-jurisdictional coordination, standardised workflows and local insight.
Our Team and Approach
Our professionals come from backgrounds in regulation, fund administration, corporate governance, fund operations and technology. Many have operated within major advisory firms, funds, and regulatory bodies — which means they understand both your challenges and how to build practical solutions.
Our approach is simple:
Listen and assess – We begin with a detailed review of your business-model, regulatory exposure, operational setup and strategic ambitions.
Design and recommend – Based on our diagnosis, we propose tailored services and frameworks that align with your objectives and structure.
Implement and embed – We don’t just advise; we help you execute the solution, embed controls and monitor progress.
Partner and evolve – As your business grows and as the regulatory landscape changes, we remain your partner to ensure your infrastructure keeps pace.
Our Values
Integrity — We act with transparency, honesty and professionalism.
Excellence — We strive for high-quality delivery, rigorous controls and measurable outcomes.
Collaboration — We embed ourselves in your ecosystem, working closely with your team, technology and service-providers.
Adaptability — We tailor solutions for your size, geography and strategic ambitions — no one size fits all.