Work you can put your name on
We build the documentation a regulated firm has to defend — to a supervisor, to a client's lawyer, or to an insurer. Every figure carries its source and the date it was retrieved, and the work stops where advice begins.
Two practices
For independent asset managers
A two-week, fixed-price Readiness Review that finds the gaps between your stated investment policy and your actual client portfolios, so your compliance team walks into the next supervisory cycle with every gap already identified and documented. Then, where it is wanted, the documentation, reporting, risk and construction work that follows.
The review and the services →For trustees and private-client lawyers
A whole book of structures read against the statute: which require a step, which route each follows, what is due when, and which files are for counsel. Returned as a register against your own references, with a reconciliation of the population and a cited assessment record for every file.
The practice and a sample register →The through-line
Two buyers, one method
A compliance officer at an asset manager and a trust officer at a fiduciary buy different things. What they have in common is that both have to hand the result to somebody who is entitled to disbelieve it.
So the work is built to be checked rather than to be persuasive. Figures carry their primary source and the date they were retrieved. Results carry the version of the method that produced them, so a reading taken this year can be reproduced in five years rather than reconstructed. Where a fact is missing, the output names the missing fact instead of supplying the likely answer.
A missing fact is reported as missing. It is never filled with the most likely value.A standing rule of the method
What you are buying
A research function, without the headcount
Everything is built for one firm. Nothing here is a product you configure, and nothing arrives in a voice that is not yours.
Built to your mandate
Your investment policy, your watchlist, your constraints, your reference currency. The deliverable takes its shape from what your firm actually holds and what it has actually promised its clients.
It carries your CIO's voice
The house view is yours. Notes go out in your firm's language and under its name, at your cadence, in English, French, German or Mandarin. You approve every issue before it is sent, and nothing leaves without that approval.
A fraction of an internal research team
An in-house research and reporting function is a permanent salary line before it produces anything. This is the same output, scoped and priced per deliverable, with no recruitment, no onboarding and nothing to unwind if a mandate ends.
Client data is handled properly, or not at all. Where the work needs your client data, the engine runs on your machine and on your infrastructure — no cloud transit and no copy retained. Where it does not need it, we do not ask for it: the fiduciary work runs on an export with the identifying columns deleted, and carries no deeds, no client names, no beneficiary identities and no asset values. An NDA and a data processing agreement are signed before any engagement begins.
The boundary
What we do not do
We replace neither your auditor nor your compliance officer. A statutory auditor arrives once a year, after the fact. This work happens in the months before, alongside the people who own the file, and they continue to own it.
New Way Capital Advisory is not a law firm and does not practise law in any jurisdiction. In the fiduciary practice the record says where the next step is advice, and stops there.
Your data stays where it is. For the Readiness Review the engine runs on your machine, on your infrastructure. No cloud transit and no copy retained. For the fiduciary work, no deeds, no client names, no beneficiary identities and no asset values are required — an export with the identifying columns deleted is enough.
Get in touch
Contact
Tianning Ning, Founder. Twenty years buy-side portfolio management, CIIA, working in English, French, German and Mandarin. Geneva, Switzerland.
For the asset-management practice the usual first step is a demonstration of the review methodology, thirty to forty-five minutes, no commitment. For the fiduciary practice it is the heading row of an export from your administration system, which carries no client information at all.
New Way Capital Advisory is not a law firm and does not practise law in any jurisdiction. Nothing on this site is legal, tax or investment advice, or an opinion on any particular structure, portfolio or security. Anyone acting on a matter described here should take advice qualified in the jurisdiction concerned.