Services
Advisory
Holistic financial strategy for institutions, from asset-liability modeling to capital allocation, ensuring every decision aligns with your mandate, risk tolerance, and long-term objectives across global markets and regulatory regimes.
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Investments
Independent investment advisory across public and private markets, including manager selection, portfolio construction, and performance oversight, delivered with full fee transparency and strict alignment to your governance framework.
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Risk
Forward-looking risk management, integrating scenario analysis, stress testing, and policy design so your institution can navigate volatility, protect capital, and capture opportunities without compromising regulatory or fiduciary obligations.
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About CXDGROUP
CXDGROUP is an independent financial advisory firm focused on helping global institutions, enterprises, and family offices design resilient strategies for complex markets, combining quantitative rigor, macro insight, and practical execution support.
Client Stories
CXDGROUP quickly understood our balance-sheet constraints and delivered an actionable portfolio roadmap that improved liquidity, reduced risk, and aligned investment governance across multiple jurisdictions.
CFO, Europe
Their independent manager selection process removed conflicts of interest and gave our investment committee confidence that every recommendation was based on rigorous, unbiased research.
Chief Investment-officer
In volatile markets, their scenario planning and ongoing monitoring helped us stay ahead of regulatory changes while preserving long-term return targets.
Treasury Director
Insights
Explore our latest global markets perspectives.
Pricing
Transparent, institution-grade fee structures tailored to your mandate, giving you clear visibility on advisory scope, investment coverage, and ongoing support before any engagement begins.
Essential Advisory
From $15,000 per engagement for strategic financial advisory tailored to a single market or business unit.
Foundational risk review
Quarterly market insights
Strategic Advisory
From $40,000 per quarter for multi-market portfolio optimization, risk analytics, and executive reporting.
Dedicated lead advisor
Multi-asset allocation
Custom stress-test reporting
Weekly check-ins
Direct access to investment committee
Institutional Partner
Custom retainers starting at $75,000 per year for global, enterprise-wide advisory with dedicated senior partners.
Global macro coverage
Bespoke portfolio construction
Scenario and liquidity modeling
Priority execution
On-site strategy workshops for leadership
Regulatory change monitoring
Co-branded research
