Investment management & research
Private client investment management, followed by investment office research and insight.
Built for the work
of a family office.
Investment workflow software and bespoke implementation.
For the team responsible for the family’s capital.
Keep the investment rationale.
Use it in the next review.
Rehab MohsinFounder, AvensetInvestment experience.
Implementation discipline.
Rehab Mohsin founded Avenset after working in investment management, research, data integration and PE-backed AI adoption. His experience spans wealth management, strategy consultancy and family-office workflows.
Explore Rehab’s experienceInvestment judgement.
Implementation discipline.
Rehab’s experience combines investment research, data integration and the implementation of new ways of working in financial services.
Market data integration
Market data integration during the combination of Investec Wealth & Investment and Rathbones.
7IMRisk intelligence & AI adoption
Work across adviser productivity, AI knowledge tools and executive risk reporting.
FinimizeInvestment writing
Visiting writer covering investment ideas and market context.
Career experience, not Avenset customers or endorsements. View the professional background.
Give the team
more time for analysis.
Avenset connects the records needed for investment review. The aim is to reduce repeated preparation and preserve the judgement behind decisions as the team and portfolio change.
Define the requirement
Agree the family’s mandate, the current process and the work that creates delay or repeated preparation.
Test with the team
Test the workflow with analysts, operations and the CIO. Check the output, the evidence and the treatment of exceptions.
Establish ownership
Document the process, record definitions and review responsibilities. Agree support and the criteria for extending the implementation.
The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.