The specialist consulting firm serving capital markets participants
A specialist firm combining three skills that rarely come together: capital markets expertise, technical mastery and hands-on business knowledge. Asset managers, private banks and insurers trust us with their challenges, from the back office to portfolio management, from regulation to innovation.
- BNP Paribas
- ODDO BHF
- Lazard Frères Gestion
- DNCA Finance
- Covéa Finance
- Generali
- Groupama AM
- Ostrum AM
- LBPAM
A specialist firm, three skills combined.
Our consultants bring all three. That is what lets them move from diagnosis to go-live without intermediaries.
In-depth knowledge of capital markets and their standards: performance, risk, GIPS, European and US regulation.
Command of tools, data and architectures: performance, investment and reporting platforms, EDM, SQL, Python, AI.
Consultants who come from asset managers, banks and insurers, and speak the language of operational teams.
The asset management value chain, end to end.
From the back office to innovation, we work across every function of an asset manager. The performance, attribution, risk and reporting chain (PMAR), at the heart of cross-functional teams, is our historical speciality: this is where data from the whole organisation comes together.
- 01 Back office Valuation, fund administration, custodian relationship, service provider changes. Transformation
- 02 Middle office Corporate actions, order and settlement monitoring, reconciliations, service provider controls. Business & Operations · Transformation
- 03 Cross-functional Performance and attribution, risk, client and regulatory reporting, data and reference data (EDM), PMO and VMO. Business & Operations · Transformation Our historical speciality
- 04 Portfolio management Investment tools, portfolio construction, fund and active ETF launches. Transformation
- 05 Regulation GIPS, SFDR, DORA, PRIIPs, FATCA and US tax, periodic controls. Compliance & Regulatory
- 06 Innovation Applied AI, quantum finance, tokenisation, ESG weak signals. VB Labs
Three areas of expertise, one standard.
Our three business units cover the operations, compliance and transformation of capital markets participants.
The topics shaping the market today.
AI, quantum finance, active ETFs, tokenisation: our consultants and VB Labs work on the topics our clients are only beginning to explore.
Turning around and industrialising an asset manager’s PMAR chain
Two successive audits by Virtual Beehive had revealed a performance and reporting team in serious difficulty: silos, undocumented processes, high staff turnover and a loss of confidence from management. The client entrusted us with the full transformation of its PMAR function.
Two founders, involved in every engagement.
Twenty-five years at the heart of performance. A practitioner’s eye, basis-point precision.
David Laup has spent more than twenty-five years at the heart of asset managers’ performance chain: measurement, attribution, risk and reporting. He knows every part of it, from market data to portfolio commentary, and knows what makes a figure right, or wrong.
Sciences Po, UCLA, Stanford. Strategic vision, flawless execution.
A graduate of a dual-degree Master’s in Strategy & Corporate Finance from Sciences Po and UCLA, with a specialisation at Stanford, and holding a master’s degree in law, Marie Laup brings together a rare dual expertise: financial strategy and law.
Our commitments
A partner personally oversees every engagement, from scoping to go-live.
A funded certification path: CIPM, CFA, GIPS standards.
Our clients are never named without their written consent.
We only publish data we can substantiate.
Train your teams in capital markets.
Short courses, public or in-house, delivered by our consultants.
Insights
« In capital markets, imprecision is measured in basis points. Our work is to make it disappear. »
David Laup · Co-founder and Chief Executive OfficerA performance, compliance or transformation challenge?
A partner will reply to you personally within 48 hours.
Speak with a partner