Our Coverage

Asset Management

We support asset managers in strategic implementation advice, resourcing, technical expertise and execution. Our support is both local and global, leveraging our industry expertise and “in the seat” experience to do so. We have deep expertise in areas such as product development, client experience, middle office operations and transfer agency. Digital experience is key to our offering and the evolution of technology in this space.

Wealth Management

We support and partner with wealth managers with discretionary fund management, private banking & solutions and family office services, both globally and locally. This is often in the form of specific change, client events or in the support of regulatory reform or resourcing.

Alternatives

We support the Alternatives space extensively. Product areas include hedge funds, private equity and real estate as well as operating model requirements, control frameworks and regulatory reform. We also have vast experience in supporting the resourcing needs of clients both locally and globally.

Asset Servicing and Service Providers

We support and partner with asset servicers and service providers in evolving business needs, developing product, appropriate business referrals and RFP support, whether that be from a client or provider point of view.

We partner closely with implementation strategy requirements and execution support from a product, trade and client perspectives

Capital Markets

We support Institutional players in capital markets with regards to their book building through our network, looking at their non-trading tech needs & support in strategies with regards to product marketing, MIS and Effort mapping to outcomes.

We also assist the buy side to identify and carry out due diligence of the sell side brokerage, prime brokerage/asset servicing identification and in addition to this, we look at fund raising (equity and debt) for corporate and financial institutions.

Asset Owners & Non-Financial Institutions

We work closely with insurance companies, charities, pension funds, particularly in the UK, Luxembourg and Japan, with regulatory and operational support. Areas of focus include ever evolving regulatory requirements and expectations as well as business change, delivery, execution and resourcing needs.