Trustworthy Solutions for Financial Services Providers

Posted on 11th August 2022

Wheelhouse Advisors Limited provides regulatory management, regulatory reporting, accounting and tax solutions specifically designed to reduce risk, save time, and improve costs for firms in the alternative investment sector. Under the leadership of Matthew Crisp, the Most Influential CEO, 2022 – London, the company has thrived, becoming a leading practitioner within its field.

Wheelhouse Advisors gives clients the freedom to focus on their core strengths and business strategy. As a strategic partner to the investment management sector, it services more than 900 clients globally, with over $130bn of assets under reporting. These include financial services firms, their principals and other financial services professionals from start-ups and spinouts through to established firms and multinationals. Whether firms are based in the UK, expanding there, or located overseas and marketing funds into Europe, Wheelhouse can help. Regulatory requirements can be a considerable additional burden for some firms, many of those in private markets, and the Wheelhouse specialist resources and experienced team are on hand to steer clients through complex regulatory and fiscal requirements. The company’s core values have remained the same since its establishment: it believe that its people are its biggest strength.

“A typical client journey starts with a group of investment professionals looking to come together in a new venture or to spin out from an existing manager. They may already be London based or have a UK presence, or be an investment firm based in North America or Asia considering expansion to Europe through a physical presence or marketing their existing investment strategies to European investors,” comments Crisp.

He continues, “Wheelhouse Advisors is an outsourced provider to these firms and we provide specialist advice and services with a strong focus on regulatory reporting and prudential management. Whilst we have competitors in the market, most do not have such an intricate knowledge in the area of prudential management and regulatory reporting. It is due to this specialist focus that we are confident that we are able to provide industry leading solutions to our clients, globally.”

Behind this process is, of course, the highly experienced and skilled Wheelhouse Advisors team. Within the company’s culture is a constant drive to improve – be it personally, professionally and as a team. Crisp testifies, “It all begins with the Wheelhouse Advisors Academy, a programme that all new members of the team benefit from, whether joining us on a training programme as an apprentice or recent graduate, or as an experienced hire with a professional qualification already obtained.”

However, another key contributor to the company’s success and internal culture is the attitude of the leadership team. Much of this stems from Crisp himself. Boasting over 20 years of experience within the industry, Matthew has earned both a BA (Hons) in Politics, Philosophy & Economics and an MSc from York University in Project Analysis, Finance & Investment. Moreover, he is a qualified chartered accountant – an accolade that he obtained during his time at PWC and he is also a Fellow of the Institute of Chartered Accountants in England and Wales.

“Outside of the Academy,” he continues, “the past two years have taught us all the value of resilience and wellbeing; we provide a range of benefits both inside and outside the workplace to reflect this and work hard to emphasise the importance of being part of a team that learns and shares. We all rise by lifting others around us.”

Crisp views his role as one that should build an environment that pushes the team – not individuals – towards success. “I am continually asking myself and challenging my team to explore ‘what do our clients need from us?’, ‘how can we continue to strive to be the best?’, ‘what else can we do to improve our proposition?’ and ‘what can we learn from others to continue to improve?’” Simply, his goal is to contribute to the company’s mission to help its clients to consistently outperform.

For many, the last few years have been an increasingly difficult time; however, due to its strong background, Wheelhouse Advisors was able to successfully navigate this challenge. The market conditions that spawned from the aftermath of Brexit unintentionally set the company on a path that would serve to benefit it during the pandemic. Subsequently, during this time, Wheelhouse Advisors turned its attention to the digitisation of the company. This transformation has culminated in much broader value creation than cost savings through automation, which has served to benefit both the company’s teams and its clients. Wheelhouse have secured a positive path to continue to grow globally and thrive as a business.

For business enquiries, contact Matthew Crisp from Wheelhouse Advisors Limited on their website – www.wheelhouse-advisors.com