Dammstrasse 56, 8037 Zurich, Switzerland
Services designed for investment managers by investment managers
LakeStream BI specializes in providing intelligent, front-to-back solutions for asset and wealth managers, family offices, and private banks. Our tailored services are designed to streamline operations, reduce costs, and enhance efficiency. With a deep understanding of the industry and extensive experience across firms of all sizes, we offer three core services:
At LakeStream BI, our mission is to empower investment managers with the tools, insights, and support they need to thrive in a competitive market. We combine industry expertise with cutting-edge technology to deliver high-value solutions that drive operational excellence.
Fund structuring, mergers, and liquidations Navigating the intricacies of fund structuring, mergers, and liquidations requires deep industry knowledge and expert guidance. Our team at LakeStream BI provides comprehensive support to ensure that your fund is optimally structured to meet your investment goals and regulatory requirements. Whether you are merging with another......
Automation, efficiency and expertise Benefit from our deep industry knowledge and decades of experience in managing investment operations. We deliver our services through focus on automation, efficiency and expertise. Scalability and flexibility Scale your operations effortlessly with solutions tailored to meet your unique needs. Cost efficiency Reduce overhead costs and improve your bottom line with......
Strategic expertise Our team comprises seasoned professional with extensive experience in financial operations, regulatory compliance, and investment management. This expertise allows us to provide strategic direction and operational oversight tailored to your firm’s needs. Cost-effective solutions By leveraging our outsourced COO services, firms can benefit from high-level operational management at a fraction of......