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.


February 12, 2016

Enhancing distribution channels through the progression of digital abilities


February 12, 2016

Conducting a review of expanding money market offerings to aid the transition to an integrated fund range


June 14, 2015

Launching a new data utility: a roadmap, business case and implementation, to give more efficient on-boarding of new clients, and improved regulatory compliance.


June 9, 2015

Harmonising systems across entities, to give a fully integrated, international asset servicing business.


June 9, 2015

Devising and implementing a unified asset servicing model, to make optimal use of a new T2S settlement platform.


June 8, 2015

Comparing and improving a client’s product development function, to optimise their ability to launch new funds.


June 8, 2015

Reinvigorating a fixed income product range with fund launches, closures and mergers; giving rise to one of the best in class offerings.


June 5, 2015

Review and restructure of outsourced transaction and web capabilities, against market best practices.


June 5, 2015

Selecting a market leading fund accounting and regulatory reporting solution, to replace an obsolete one and position the business for optimum growth.


June 5, 2015

An improved framework for digital publishing, SEO and social media strategy, with business training on incorporating latest web and social media developments in to day to day activity.