We are focussed exclusively on providing global investor action monitoring and recovery services to institutional investors. We provide the type of substantive, comprehensive service that our clients would find difficult, costly and onerous to replicate internally, leaving them to focus on their core roles. We enable our clients to meet their responsibilities and demonstrate operational good governance in this area, and generally find we can significantly improve this revenue stream.

The combination of our team of specialists and our state-of-the-art, in-house global shareholder action management system, means that we can adapt quickly to the ever-shifting investor action landscape. We ensure that we meet our clients’ changing needs rather than selling a one-size-fits-all process.

Global capability
& expertise
Global capability & expertise

Our services cover the entire investor action landscape and we are trusted by some of the world’s largest institutional investors, who value our global reach and breadth of experience. We have a global network of advisers and work with law firms, other legal specialists, litigation funders and investor rights groups around the world on a daily basis.

Specialist partners

Informed by our detailed grasp of industry developments, we work in exclusive partnership with our clients to anticipate and accommodate their needs. Our proactive and personal approach to case and claims management ensures that our clients’ legal responsibilities are covered and their financial recoveries are maximised, at a minimum of risk. We actively share knowledge, engaging with lawyers, litigation funders, loss experts and others on behalf of our clients to ensure they join the best cases on the best terms.

Financially &
Financially & commercially independent

Privately owned and politically unaligned, we are commercially and financially independent. We act on behalf of our institutional clients without any conflicts of interest, providing a complete market view rather than selling individual cases or causes.

Bespoke &
end-to-end service
Bespoke & end-to-end service

We provide the whole service not part of it. Our proprietary global monitoring and electronic processing system, brings much needed efficiency to both settlement recovery and Opt-In procedures. Our flexible, innovative state-of-the art systems allow us to offer our clients comprehensive, bespoke solutions and tailored reporting to meet their individual needs.