Strategy & Advisory

September 28, 2016
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Trends in Asset Management Operating Model Design

Advancing technology has changed the way asset managers are approaching their operating models.

September 20, 2016
Case Studies
Best Execution Review

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
Case Studies
Salesforce Technology Review and Target Operating Model

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

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

July 20, 2016
Views
The DOL Fiduciary Rule: The Need to Act Now
June 15, 2016
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Nick Baker discusses bank owned asset managers with Financial News
February 19, 2016
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Nick Fienberg is featured in Investment Week discussing the challenges for UK asset managers as Brexit support grows
February 12, 2016
Case Studies
EMIR Review

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

February 12, 2016
Case Studies
CRM Roadmap Definition

Developing a solution to enhance Customer Relationship Management capabilities.

February 12, 2016
Case Studies
Project Management of an Acquisition Deal

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