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  • About Us

Welcome To Lionpoint Group

Lionpoint Group is a global advisory firm with a unique focus on the alternative investments industry. Our business model combines the talents of industry leaders and experts in service delivery to assist clients in achieving operational efficiencies and excellence through structure, process and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Our primary objective is to design, develop and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk and enhance portfolio value for our clients.

Our vision is to be recognized by the Alternative Investment Industry as the partner of choice for Asset and Fund Managers and Investors looking to achieve operational and business excellence.

Our Differentiators

Our team has many years of hands-on experience within the Alternative Investments industry gained through a combination of unique consulting assignments and operational and management roles within the industry.
We are client focused, will always provide our expert opinion, and stand by our recommendations and advice. We also leverage our extensive network of contacts in the industry to search for best practices and innovative solutions that have a positive impact to our clients.
Our people have extensive training on the primary software solutions serving the Alternative Investments industry. Many have come from backgrounds as users of these solutions and bring hands-on practical expertise to our clients.
We have a truly global reach and we support clients in North America, UK and Europe, Asia and Australasia. We have primary offices in New York, Los Angeles and Geneva, with consultants and operating partners globally.

Our Core Competencies

We develop executable asset management strategies and corresponding technology roadmaps that drive operations transformation and excellence.

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We help clients transform the operations of the organization to eliminate redundancies, implement a consistent operating model, bring data ‘on platform’ and ensure adequate training and tools for success.

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We bring together organization design, processes and technologies to deliver optimized asset management business solutions from front to back office.

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We help clients organize their data and create sustainable business value through the use of data visualization, analytics and reporting.

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Our Management Team

Nick Moore
Nick MooreExecutive Director and Head of Europe/UK and Asia Pacific
Jim Carr
Jim Carr Executive Director and Head of the Americas
Jonathan Balkin
Jonathan Balkin Managing Director

Our Directors and Managers

Simon Preston
Simon PrestonDirector
Claudia Rassalski
Claudia RassalskiDirector
Tara Tarasi
Tara TarasiDirector
Neil Elliott
Neil ElliottSenior Manager
Peter McAnena
Peter McAnenaSenior Manager, CPM Practice Lead
Jason Almeida
Jason AlmeidaManager
Andy King
Andy KingManager
Emily Salter
Emily SalterManager