Case Studies
Filter by industry
Ensuring MiFiD II operating model compliance
We were called in to assist a wealth management firm with a large discretionary management proposition to conduct a review of their dealing model, where only a subject matter expert could assist.
Back and middle office outsource
A large-scale upgrade to a private bank’s operating model, and the management of stakeholders and outsourced service providers required us to draw on our deep industry knowledge
Innovative UK ACS solution
We helped LBG - Scottish Widows to launch the first property ACS of its kind in the UK, effectively a brand new fund structure within the European funds arena. The ACS pooled the direct property holdings of seven existing Life or Pension funds.
Delivering implementation plans for mergers and acquisitions
Our people and their expertise smooth the path of often bumpy mergers. They can help retain staff, too.
Building governance and control frameworks to manage new utility engagement
We provided clarity, increased efficiency and enabled effective audit and compliance.
SA-CCR compliance completed at speed
Our regulatory experts are widely recognised as market leaders, and this project demonstrated our ability to deliver specialist expertise at speed, achieving BRD sign-off within just one month.