Portman was established to address three of the biggest frustrations reported in the industry

One size fits all approach

That consultants assigned to you are too junior, lacking the necessary experience and expertise to assist you

High turnover of consultants




At Portman, we take the time to develop a detailed understanding of our client's business model and risk profiles to enable us to tailor our advice, guidance and support. We understand the need to provide both business positive and compliant solutions to your regulatory needs.

The Portman team consists of experienced individuals with fifteen years' industry experience on average. The team has worked at the regulators, as in-house compliance and at various consultancies. We recently merged with Compliancy Services and by combining resources, we can offer our clients a wider range of capabilities and expertise.

Our Clients

Portman understands that firms have diverse approaches, structures and dynamics. We strive to provide the best possible service by tailoring our approach to our firms and their individuals needs.

Our clients include:

  • Hedge fund managers
  • Private Equity and Venture Capital firms
  • Wealth managers and advisors
  • Propriety firms
  • Investment banks