Governance & Entity Management Solutions

We offer bespoke services for private client and corporates looking to build or develop a corporate governance framework or strengthen internal controls and processes.

Overview of Corporate and Entity Management Solutions:

Governance and Entity Management Solutions

 

Board Governance Entity Governance Ad hoc
Working tools, procedures and templates Working tools, procedures and templates Working tools, procedures and templates for special matters/ transactions
Enhancement of skills for effective decision making/ minute taking (Board and Committees) Enhancement of skills for effective decision making/ minute taking (Shareholders) Enhancement of skills on day to day cosec and governance support tasks
Governance framework review/ management Governance framework review/ management Governance framework review/ management
Induction/ Briefing sessions for Directors Induction/ Briefing sessions for senior management Enhancement of skills for preparing corporate governance reports
Corporate Secretariat & Governance Audits Secretariat &Governance Audits Enhancement of skills for any other Board/ Entity related transaction
Disclosure of information to public/investors on website/ intranet Disclosure of information to public/investors on website/ intranet Corporate Governance reports
Special reports for Directors, Chairman, Shareholders, Creditors, etc Special reports for Directors, Chairman, Shareholders, Creditors, etc Drafting templates bespoke to the needs of your business – Delegations of authority, terms of reference and charters, agendas, resolutions, minutes or communications.
Enhancement of skills on day to day Board support tasks Enhancement of skills on day to day Entity support tasks Establish a dedicated in-house Corporate Secretariat department to manage the holding entity and subsidiary governance
Records management Records management

 

 

Overview of Private client and Individual Portfolio Management Solutions:

 Private Client and Individual Portfolio Management Solutions

 

Individually owned portfolio companies or family businesses Board/ Committee/ Other Memberships held For other personal matters/ obligations
Portfolio management Portfolio management Records management
Transaction management Records management Governance framework review/ management
Records management Compliance Calendar Personal obligations calendar
Compliance Calendar Governance framework review/ management  
Secretarial & Governance Audits Induction/ Briefing/ Awareness sessions
Governance framework review/ management Special reports on roles, responsibilities, duties, etc
Offshore service provider support – One stop shop  

 

Tania Anis - I've had the pleasure to see Robert in action on several events. His sessions are nothing short of being engaging and informative .It is always humbling to see a man with such expertise, willingly divulge his knowledge so thoroughly. Always a pleasure attending your sessions Robert. Thank you for your contributions to our successful events.

Jareen Kaur, Conference Producer-Large Scale Events, Functional at Marcus Evans Group

Robert enhanced the quality of my 5th Annual Directors’ Duties: Corporate & Family Boards conference in Dubai this year with his passion and dedication as a Speaker. He played a key role in my conference success with his excellent facilitation of the panel discussion on ‘Safeguarding Your Directorship Accountability Vs Personal Liabilities’.   Read More..

Irfan Butt, Tax Director – PricewaterhouseCoopers LLP Great service on projects with full understanding of the complex subject matters without losing sight of the bigger picture and what the clients intended to achieve. No hesitation in recommending and appointing him again on projects with excellent and timely delivery of projects within the agreed timetable. Read More

Anke Plock-Girmann, Director at PwC ‘Jordan’, ACE

Robert was instrumental in forming the regional translators into a centralised virtual translation team and the use of software to capture know-how to improve efficiency and quality by creating a company brand of Arabic translation. During our work Robert advised on operational matters in the new department and served in a governance role.

Amanda Line, Partner at PwC

Robert has a deep knowledge of governance and compliance issues and is an expert in all company secretarial matters. He has great communications skills and made a significant contribution to our Corporate Governance and Board Readiness training initiatives.

Steven Barlow (Chief Officer Risk, Internal Audit, Governance)

Robert is a consummate corporate governance professional who provides highly effective company secretarial and advisory services to the Board. He drives discipline and rigor into processes which significantly strengthen the maturity of the Board’s activities and decision making.He successfully works with the Board members and the Group’s senior management to ensure strategic alignment and the implementation of best practice.

Sangeetha Kaur Nair (Senior Conference Producer at Marcus Evans)

I have worked closely with Robert on several events and it has always been a great pleasure. He was a remarkable chairperson at the recent 9th Annual Board Secretary Conference in Dubai, as he took charge and was excellent with engaging the delegates throughout the session. Robert’s knowledge on corporate governance is just excellent and he has a very positive attitude toward always willing to share and learn for future improvement… Thank you Robert for being a great leader and someone so easy to work with.

Farhana Majid, Director, Financial Services Transformation

Robert and I worked very closely on two high profile reviews for a sovereign wealth fund and a diversified investment company in the Middle East region.

He quickly built rapport with the client as the Legal subject matter expert on both the projects and engaged in thought provoking discussions around best in class corporate governance, compliance frameworks, legal department’s strategic remit as enablers for the business to move forward and policies and procedures review. Read More

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