Case Studies
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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.
Advising on operating platform transformation and service provider selection
As success and growth place extra pressure on operating platforms, how do leading alternative investment providers transform their businesses?