Our unique focus
We give clients solutions specifically geared to asset and wealth management.
Our intellectual property
Unparalleled benchmarking data, methodologies and accelerators, gives clients fresh perspectives on their services and strategies.
Our access to regional insight
Our expertise means we can successfully manage and deliver complex global projects.
We offer clients the benefit of experience gained in the industry or major consulting firms.
Alpha by numbers
Our advice is not generic advice retweaked for a particular instance. Instead, it is packed with insight from working closely with the leading companies in these sectors.
Our solutions are based on industry experience and are completely in tune with the needs of specific industry markets.
Our consultants have an unrivalled track record in delivering major projects for the world’s leading asset and wealth managers across every aspect of their business.
Instead of having to reinvent the wheel for every challenge, they provide a quick and effective response based on particular needs.
We search the market continually for innovations or mould breaking technologies that will make a difference.
We collaborate with vendors to make sure we deliver the right results for our clients.
We assess the relative merits of industry best practice versus a centralised, tailored solution to understand what the business impacts will be.
We talk to business users in language they understand rather than jargon.
We support businesses after the implemented programme has gone live.
We assist with annual upgrades.
High profile programmes we’ve managed include major Front-to-Back Office solutions for: Charles River, Bloomberg, Markit EDM and SimCorp Dimension.
Instead of having to reinvent the wheel for every challenge, they have built robust tools to meet specific data challenges in the industry from understanding costs to analysing revenue.
We search the market continually for data solutions and tools that will make a difference.
We continue to build rich data sets to make sure we deliver the right results for our clients.
With our roots in asset management consultancy, the insights we’ve gained from working with the best benefit a range of clients including:
Whether we’re working with a start-up or a global name managing trillions of dollars, our approach is the same: define the challenge and provide a solution that is a perfect fit with the business.
We now work with over 130 asset managers across the globe, including 76% of the top 50, adding value to every functional area, from front to back office.
As well as traditional asset, insurance and pension businesses, we advise private equity and hedge funds as well as businesses managing funds of funds. Our clients cover the whole spectrum of institutional, intermediary and retail asset managers.
We work with some of the most prestigious wealth managers operating across the globe. Our projects include work for private banking, wealth solutions, discretionary fund managers and family office services.
We work with intermediaries and platform providers to provide solutions for our clients, In turn we recommend the platforms that perform best for the challenges we’re asked to solve.
We work with global platforms on behalf of advisers, clearing houses, exchanges, utilities and brokers.
We’re in the unique position of having worked with the majority of the major service providers and can provide recent and independent insights.
We recommend and help implement all types of operating model from regional centres of excellence to follow-the-sun models.
Our work covers fund services, custody and trading but we also count service providers and some of the world's largest technology outsourcers as our clients.