60 Gresham Street, London, EC2V 7BB, United Kingdom
The leading global provider of specialist consulting services to the wealth management and private banking industries.
Our expertise covers the entire Front-to-back value chain of Wealth Managers and Private Banks and we offer a comprehensive range of consulting services to help our clients solve their corporate and business strategy, as well as their operational, regulatory and technology challenges.
Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile. Our tools help clients collate, normalise and analyse data to make impartial, data-driven observations and recommendations. Our research covers investment operations, transfer agency,......
Our technology services team have a superb track record in working with in-house teams to successfully develop new solutions, run full test lifecycles and manage implementation. And because we work with a wide variety of vendors specific to asset management solutions, we understand what it take to get it right in......
Our advice is independent, refreshingly free from conflict of interest and founded in our extensive experience, allowing our clients to make informed decisions that benefit your business. Saving you time and money We are constantly working with a wide range of providers on different types of projects. So we’re well placed to......
Resource that can be counted on With a global team and offices in major financial centres, we’re able to mobilise quickly and scale our team to resource project demands. Our extensive network of specialists brings an approach tailored to the specific needs of our investment management clients. Our track record for delivering......
We help with defining architectures, processes and operating models, including project management and implementation. Width of scope Our experience covers front to back office activities including portfolio management, trading and risk. We also implement traditional middle and back office vendor solutions across asset managers, alternatives, private equity and real estate. Because we work......
The headwinds facing the Wealth Management industry can seem overwhelming; market conditions have added cost pressures, creating a drag on profitability. Managers have the challenge of delivering growth at a lower marginal cost, in a constrained environment, with far greater volatility. Yesterday’s strategy is no longer fit for purpose. Managers......
As specialists to the finance sector we keep on top of developments such as major releases from vendors. We know where the costs are and what can be cut. And we have the skill sets and resource to support and upgrade your business technology. Support: With a long track record of successful......