COMPANY ADVISORY FOR INVESTOR CLIENTS

Each member of our team has over 20 years of experience overseeing various functions of companies. 

We apply this practical experience and our local touch to offer onsite or remote monitoring of companies in which our clients have invested.  This entails regular or ad-hoc oversight of a company’s finances, compliance and operations.  Our investor clients can include high-net-worth individuals, family offices, Joint Venture partners and private equity investors.  We advise entrepreneurial start-ups.

Example advisory work that we provide includes:

  • Financial reviews of trading profitability, solvency and liquidity.

  • Cashflow forecasting and monitoring.

  • Analysis of selected key supplier relationships, as well as company policies, procedures, and benefits.

  • Reports formalising the results of our findings, along with recommendations.

  • Business plans if any change is necessary.

Our multinational team, with their languages (French, Welsh, English and Arabic), provides real breadth to our services. We can monitor businesses with a local touch and an ability to communicate and negotiate in a familiar and robust way.  We are based in Switzerland and UK.

As a boutique firm ourselves, we run our own business every day; and we run it effectively.  Our team brings extensive experience in other businesses, either as board members or as finance executives and thus we offer financial monitoring with a real world, commercial mindset.  We understand wider business needs.  We listen carefully, so that we understand what our clients are looking for from their investments. 

Key features of our services include:

  • Discretion; we carry out low-key interventions for high profile investors.

  • We have no conflicts of interest; we act at all times only in our client’s best interests.

  • We are not statutory auditors and we act for our client rather than for the investment entity.

  • Independent and impartial; we are not motivated by competing commercial interests.

Our monitoring and advisory work recently resulted in one of our clients deciding to close down a business, due to the observed inadequate commercial efforts and results.

Main contacts:

Geoffrey Senogles: gsenogles@senogles.com

  • Mobile: +41 79 766 9991 (CH)

  • Office: +41 22 360 80 90

Steve Brookfield: sbrookfield@senogles.com

  • Mobile: +44 7867 451 602 (UK)