Implementation & Execution

September 20, 2016
Case Studies
Front-to-back Investment Suite Selection and Implementation

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

September 20, 2016
Case Studies
Global Brand and Web Relaunch

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

February 12, 2016
Case Studies
OEIC Sub-Fund Launch

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

February 12, 2016
Case Studies
Development of Digital Retail Distribution Capability

Enhancing distribution channels through the progression of digital abilities

June 14, 2015
Case Studies
Client Reference Data Utility Business Development

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
Case Studies
Enterprise Wide System Harmonisation

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

June 9, 2015
Case Studies
T2S Market Transformation Program

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

June 8, 2015
Case Studies
Product Development Review

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

June 8, 2015
Case Studies
Fixed Income Fund Strategy & Launches

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
Case Studies
Digital Content Production and Writing for the Web Training

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.