POLO
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Operational
Full operational support tailored specifically for every business.

PoloWorks offers full financial support for all stages of a syndicate’s life cycle. This includes establishing robust investment governance and agreeing and setting investment objectives and associated parameters. We also oversee outsourced investment arrangements.

We also implement a liquidity policy and associated appetites and reporting. While we also forecast and monitor cashflow. PoloWorks also develops and manages associated stress testing making sure that you have no outside pressure on your business’ finances. 

Financial reporting is also delivered to you and reflators and we engage with our Client Finance team, as required, to deliver the most accurate of data.

Contact
There are no one-size-fits-all models here, so if you have a requirement that our Operations team could help with, lets talk.
enquiries@polo.works
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Operational
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The Team
Paul Wooldridge
COO, PoloWorks
Phil Smith
MD, PMA
Rebecca Scriven
Head of Operations

PoloWorks – dependable, scalable, and tailored to you. 

For tailored solutions, innovative support, and an unwavering partnership. Let’s make progress together.

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