Case Studies

We're incredibly proud of our experience.

Our industry experience is unrivalled, and has been gained through working with the top asset and wealth managers from across the world. Read through our engagement case studies to get a clearer picture of the type of work we do and the results we achieve for our clients.


September 20, 2016

Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System


September 20, 2016

Evaluation and re-definition of front-to-back operating model across 10 locations


September 20, 2016

Aiding a Global Asset Manager to review their best execution operating model to identify ‘gaps’ to current regulations, forthcoming MiFID II requirements, and industry best practice


September 20, 2016

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model


September 20, 2016

Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager


February 12, 2016

Conducting an evaluation of the client’s EMIR strategy, complete with a set of recommendations


February 12, 2016

Developing a solution to enhance Customer Relationship Management capabilities.


February 12, 2016

Running a Request for Proposal process and supporting the negotiation with a Loan Service Provider, alongside preparing for operational readiness


February 12, 2016

Aiding a Third Party Administrator to overcome cash and foreign exchange challenges by developing more efficient processes and a new product


February 12, 2016

Aiding the launch process of two new funds, whilst also providing a structure for future launches