AS A NICHE SPECIALIST CONSULTING FIRM WE HAVE VERY DEEP AND BROAD EXPERTISE IN THE INVESTMENT AND FINANCIAL SERVICES INDUSTRY AND ONLY EMPLOY CONSULTANTS WHO SHARE THE SAME CREDENTIALS.

Welcome…

…to our website where you can find out more about how the expertise of our investment and financial consultants can help your firm to deliver projects more quickly and cost effectively.

As a niche consulting firm we have very deep and broad expertise in the investment and financial services industry and only employ consultants who share the same credentials.

Our Services

CRM & Client Communications

Selection and implementation for Client Relationship Management, CRM, Client Reporting, Client Communications, Know Your Client, KYC, Anti Money Laundering, AML, client on-boarding

FINANCIAL ADVICE

Nobody plans to fail ..... they just fail to plan!

We offer a complete investment service. Whether you are just starting out on your journey to plan for your long-term goals or entering a new venture, we will work with you to help you achieve your goals, protect your investments and continually look for new opportunities to grow your wealth

If you could wave a magic wand over your finances - what would you do? Whatever it is we are happy to have a conversation with you to help you achieve it.

Capital Market Investment

Our preferred option for investments in this sector is a broad selection of stock market collective funds. These allow the individual investor to participate in a professionally managed portfolio of shares or other assets with many other investors. Through the pooling of resources, monies can be invested in a wide spread of investments at a lower cost than could have been achieved by individuals acting on their own. As an example, one of our investment funds in the stock market will typically have about 70 different company holdings, which provides a higher level of diversification than if investing in just a few different individual company shares. Diversification should lower the overall risk when investing

In the investment world there are thousands of different investment funds to choose from and our investment committee meet regularly to review our core list of preferred funds. For ease of administration and servicing, these are housed within one account even when using funds from differing providers

Your risk appetite, circumstances and aims, will determine the selection of investment funds that we recommend for you. The underlying risk of the funds can vary from low to very high risk and will be tailored towards your circumstances. There are also different ways to invest, such as within an ISA, which can provide tax benefits.

For some investors, there are specialised investments that may be suitable for some of their portfolio, such as Venture Capital Trusts, or the Alternative Investment Market shares

As part of our on-going advice and reviews, existing investments will be discussed with you and if any changes are required or to make use of future tax allowances, such as ISA’s or Capital Gains Tax exemptions, we will provide our recommendations

Commercial Property Acquisition

At MayBloom we believe that property should form part of any well balanced portfolio. One of the golden rules of safe, successful, long term investment is to spread the risk. With low long term interest rates, commercial property investment has become part of our core proposition

The high and yet steady income expected through the commercial rent makes this asset class a very good balance with our recommended stock market investments.

However, it is often difficult for private investors to achieve a balanced portfolio of commercial property investment. We facilitate commercial property investments through pension syndicates and property clubs, therefore enabling this balance and spread to be attained. The properties purchased already have tenants in place and some have very long leases remaining.

Income or capital growth - If you are looking for immediate income then you or your pension fund simply receive your share of the rent each month net of any costs.

If you are happy to defer your income, then you can take on a share of the mortgage and you or your pension fund use your share of the rent to repay the mortgage. Once the mortgage is repaid then you receive more income than if you had been in receipt of the rent from day one

Through commercial property we believe that in present economic conditions real rates of returns can be achieved, while at the same time reduce risk through a balanced portfolio of commercial property syndicates and largely stock market based investment funds

Global and Fund Custody Selection

Selection and transition for global custody, fund custody assisting our client to comply with FCA CASS 6.3.

Implementation

Our consultants have worked on and managed a wide variety of implementation projects both for the implementation of systems and for outsourcing and insourcing of business processes. We’ve worked on a wide variety of implementation projects for:

- Private Banks

- Wealth Managers

- Family Offices

- Institutional Asset Managers

- Stockbrokers

- Fund Managers

- Retail Banks

- Third Party Administration (TPA) firms

Business/Project Funding (Vendors & Service Providers)

We believe there are certain key factors that will be instrumental in shaping the investment landscape over the coming years. With that in mind we are focused on funding Global Investment opportunities.

- We participate in equity investment and debt of "Private" Companies. Our investors also provide capital for small and big time companies through acquisition of equity investment or business loans in these companies, we also assist companies that are having issues or companies experiencing difficulty, by injecting funds into the company to help management and business to stabilize under an agreed terms and conditions.

- In Maybloom’s principal investment activities, the scope of investment targets is broad-based, from venture firms to midsized companies with assumed growth potential. To date, investments delivering returns include a fast-tracking foreign exchange company and sponsorship of a real estate company undergoing business rehabilitation, Agriculture, Energy Companies, oil companies and a whole lot more. In addition, MayBloom has posted returns on investment in and loans to such companies as a high-revenue health supplements business in which the Company took an equity stake as sponsor for business succession, as well as a listed real estate company in the process of management restructuring and a venture firm to which an industrial technology institute transferred technology. We also pursues investment opportunities from both debt and equity perspectives to support growth companies and companies struggling through business rehabilitation and acquisition.

- We also have a joint venture capital funds which targets companies with high growth potential in information and communications and life sciences.

Business Loans (Wealth & Asset Managers)

Over the years, Loan provision has helped hundreds of businesses grow, learn and succeed while enabling them to create sustainable businesses and thousands of jobs and also creating wealth for our investors. We make good loans to good people, working with a diverse group of big and small businesses.

There are many attractive packages attached to this and we advise interested customers you to contact us on contactus@may-bloom.com for more information on our packages here and more

Mortgages

Choosing a mortgage is one of the biggest financial decisions you’ll make, so it’s important to get it right. Whether you are a first time buyer, re-mortgaging your home or starting out in the rental market we can help you make the choice. We offer:.

- Mortgages as individual as you

- Bespoke financial solutions for propositions and clientele.

- A discrete wholly confidential and personal, discerning service.

- A solution to finance your property in a convenient manner with minimum stress.

- Specialist loans

- Access to the whole of the mortgage market.

- Access to private funding.

Nobody plans to fail ..... they just fail to plan!

Outsourcing

Selection, implementation, project management and consulting services for Business Process Outsourcing (BPO) for full and partial BPO.

Programme & Project Management

Provision of pragmatic experienced consultants for the management of system implementation, Business Process Outsourcing (BPO), outsourcing of Global Custody and Fund Custody.

System Selection

Consulting services to fast-track and de-risk system selection for Portfolio & Order Management, Post – Trade Compliance, Middle & Back Office Administration, Client Reporting & Communications, CRM & Workflow, Private Banking, CGT.

CRM & Client Communications

Selection and implementation for Client Relationship Management, CRM, Client Reporting, Client Communications, Know Your Client, KYC, Anti Money Laundering, AML, client on-boarding… Read More

Example initiative we’ve worked on See Here

Data Management
Selection and implementation services for data management, data archiving, data migration. Read More
Digital

System selection and implementation for digital strategy service delivery, robo-advice, mobile apps utilising an Agile development framework incorporating scrum and sprint techniques. Read More

Example initiative we’ve worked on See Here

Global and Fund Custody Selection

Selection and transition for global custody, fund custody assisting our client to comply with FCA CASS 6.3. Read More

Example initiative we’ve worked on See Here

Implementation

Expert implementation services for Private Banks, Wealth Managers, Family Offices, Institutional Asset Managers, Stockbrokers, Fund Managers, Retail Banks, Third Party Administration (TPA) firms and software vendors. Read More

Example initiative we’ve worked on See Here

Interim Management & Recruitment
Recruitment and interim management, Non-executive directors, COOs, Head of Operations, Head of Middle / Back office, Middle and back office operations, Programme and Project Managers, Business analysts, Testing resources, sales. Read More
Market Entry (Vendors & Service Providers)

Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Market Entry (Wealth & Asset Managers)

Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Operating Model Design

Strategic Operating Model design and transition roadmaps incorporating best–of-breed models which could include full outsourcing, partial outsourcing, or the replacement of legacy systems. Read More

Example initiative we’ve worked on See Here

Outsourcing

Selection, implementation, project management and consulting services for Business Process Outsourcing (BPO) for full and partial BPO. Read More

Example initiative we’ve worked on See Here

Programme & Project Management

Provision of pragmatic experienced consultants for the management of system implementation, Business Process Outsourcing (BPO), outsourcing of Global Custody and Fund Custody. Read More

Example initiative we’ve worked on See Here

System Selection

Consulting services to fast-track and de-risk system selection for Portfolio & Order Management, Post – Trade Compliance, Middle & Back Office Administration, Client Reporting & Communications, CRM & Workflow, Private Banking, CGT. Read More

Example initiative we’ve worked on See Here

Who we work for

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Limited Liability Companies
Institutional Asset Managers
Multinationals
Wealth Managers
Stockbrokers
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Private Banks
Family Offices
Fund Managers
Entrepreneur’s