WELCOME TO OSMO PARTNERS

Operational support you can rely on

OSMO Partners’ team of experienced buy‑side professionals serves as the operational backbone for investment managers; providing outsourced middle office and COO services that enhance efficiency, strengthen controls, and reduce operational costs for hedge funds and long‑only asset managers.

OUR SERVICES

Compliant, high-performing operations equal success

Outsourced Operations

OSMO is a core component of our clients' operational workflow. The depth and breadth of our solutions are shaped by client requirements; aligned with strategy, scope, infrastructure & technology choices. We build a tailor-made support model that can evolve as our clients’ needs do.

Outsourced COO

For managers who do not require a full-time COO resource, OSMO delivers cost-effective, strategic direction via access to a dedicated team of seasoned buyside professionals, bringing depth, expertise, and support in a tailored fashion.

Consulting Services

Complementing OSMO’s core Outsourced Operations and COO capabilities, OSMO delivers a complete range of Operational Consulting services for businesses at every stage - from early stage managers preparing to launch, to mature firms seeking strategic guidance to enhance operational effectiveness.

OSMO delivers operational capacity that scales with your business, without the cost of building a large in‑house team – ideal for firms seeking efficiency and flexibility

ABOUT US

The OSMO Partners story

Founded in 2014, OSMO’s early purpose and vision was to provide high quality, reliable, OutSourced Middle Office operations (hence the name!) to investment managers.

Our London-based Support Team is composed of seasoned practitioners who have previously held senior operations roles at prominent investment managers. Each client is assigned a dedicated London-based point of contact, with task lists collaboratively defined and proactively maintained.

We align closely with other providers in our ecosystem – from technology partners to regulatory hosts – who complement our offering and our hands-on support is unrivalled.

OSMO supports both emerging managers and more established firms, working in partnership with internal teams. We cater for funds as well as Separately Managed Accounts (SMAs), our clients mostly manage equity portfolios.

Our client-facing team is based in London, the firm is 100% independent and privately owned.

WHO WE ARE

Meet the senior team

Clients who choose OSMO Partners benefit from a dedicated team of seasoned buyside professionals who are:

  • Pragmatic and efficient
  • Mutually respectful, honest and transparent
  • Enthusiastic and proactive
  • Knowledgable and experienced
A headshot of Ian Forrest, of OSMO Partners

Ian Forrest

CEO / COO

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A headshot of Richard Harris, of OSMO Partners

Richard Harris

Head of Outsourced COO Services

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A headshot of Sonia Davies, of OSMO Partners

Sonia Davies

Head of Business Development

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A headshot of Ricco Rodrigues, of OSMO Partners

Ricco Rodrigues

Head of Middle Office Account Management

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A headshot of Ryan Downing
Head of Onboarding and Project Management for OSMO Partners

Ryan Downing

Head of Onboarding & Project Management

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A headshot of Kasia Fronczuk, of OSMO Partners

Kasia Fronczuk

Head of Fund Accounting

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