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.


June 5, 2015

Developing a new growth service for a third party administrator, enabling them to provide new tax transparent fund capabilities to their clients.


June 5, 2015

Benchmarking an in-house operations’ cost and capability against our global comparison data, to pinpoint key service recommendations for the future.


June 5, 2015

Measuring the price and quality of outsourced fund administration services with our pan-market view, and securing a more competitive tariff for our client with improved performance metrics.


June 5, 2015

Paving the way to be a digital leader in the industry: through assessment of trends and competitors and a full review of the client’s digital and overall strategy.


June 5, 2015

A strategic review of front office IT architecture – to assess the current models and vendors against peers’, and for the client to better meet their future aspirations.


June 5, 2015

Complying with OTC derivatives regulations, across a complex global business with several disparate legal entities.


June 5, 2015

Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.


June 5, 2015

Managing the integration of two businesses over a tough 12 month timeline, to create the largest independent UK asset manager with over £350bn AUM.


June 5, 2015

A first mover consolidation of all UCITS IV fund structures across Europe, complemented with the outsourcing of back and middle office activities.


June 5, 2015

Integrating staff, offices and service providers for a post merger client – to meet a tough market announced deadline.