The types of firms we work with

  • Portfolio Management

    Cosegic's experienced Wealth Management team helps portfolio managers interpret their regulations, using our in-depth knowledge to simplify complex regulations.

  • Advice Services

    Our practical, effective advice helps wealth managers offering advice services put in place the appropriate compliance regimes for their business model to support their growth.


You might be interested in these services...

  • Ongoing Compliance

    Whether you’re seeking a compliance partner for the first time, or want to benchmark your current provider we offer a genuinely fresh perspective.

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  • Training

    E-learning, classroom training and board briefings to help firms meet FCA training and competence obligations.

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  • FCA Authorisation

    If you want to provide regulated financial services, we can help you avoid pitfalls and delays with your FCA authorisation application.

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Factsheets and guides

TR Thumbnail final Factsheet

Are you carrying out your new Consumer Duty obligations correctly?

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The Difference Between FCA Authorisation and Being an AR 1000x756 Factsheet

The Difference Between FCA Authorisation and Being an AR

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CFRC 1000x756 Factsheet

Corporate Finance - Do I Need Permissions for Retail Clients?

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MTF 1000x756 Factsheet

Multilateral Trading Facilities

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Our team

Our team of ex-regulators, industry practitioners and subject matter experts help to minimise the regulatory burden, offering practical, usable advice and solutions that work for our clients and the Regulator.

It’s through the breadth and depth of their collective expertise and experience that we provide an outstanding service and ensure that compliance makes a positive contribution to a firm’s day-to-day running of their business.