Joseph advises leading institutional investors, asset managers and asset servicers across complex operational due diligence, ongoing monitoring, operating model design and oversight projects.

At ORC, he has completed more than 270 due diligence exercises across liquid and private markets, fund administration, custody and other fund service providers. His work also advising on governance and operating model matters, and the design and implementation of target operating models for major institutional investment organizations.

Joseph has supported a number of the largest institutional asset management organizations in the Middle East and Europe in defining future-state operating models aligned with global best practice, with a particular focus on investment operations, governance, service provider oversight and operational risk.

He holds a First-Class Honors degree in Economics and Finance from the University of Exeter, with a particular focus on financial markets and banking systems.