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Financial Industry

Palana specialises in advising actors of the Financial Industry as a niche advisory and service firm. We capitalise on a long standing international experience, constantly updated with the latest developments in products, regulation, investment and investor markets, etc. to ensure we remain at the forefront of industry trends and challenges. 

When recruiting our practitioners, we are careful to combine industry experience gained with leading actors and consulting skills honed with specialised firms, or that we develop internally. This combination of structured methodology with practical knowledge allows our teams to deliver the most appropriate advice and maximise success in implementation

Our sector expertise and client types span across the following:

Sectors

  • Vanilla assets
  • Private Equity
  • Real Estate
  • Infrastructure
  • Wealth Management


Asset & Wealth Management Actors

  • Management Companies
  • Alternative Investment Fund Managers
  • Distributors
  • Portfolio Managers
  • Investment Firms
  • Other Professionals of the Financial Sector
  • General Partners
  • Family Offices
  • Private Banks
  • Realtors

Asset Servicing Actors

  • Depositary Banks
  • Global custodians
  • Central Administrations
  • Trust & Corporate Services actors
  • Third party Management Companies and AIFM's

Innovators and disruptors

  • FinTech
  • RegTech
  • Decentralised Finance (DeFi)