A DFM independently reviewed strategic options to support the business going forward and decided to investigate a Business Processing Outsourcing (BPO) arrangement to address their...
Platform Business Case Development & Transformation
We worked closely with a major platform provider to define the target operating model for their advised retirement proposition. The platform wanted to achieve greater...
We worked with a Wealth Manager to deliver a new back-office system supplied by an IT outsourcer supplier. The delivery included migration of the existing...
We were approached by an industry-leading UK Wealth Management Platform, who after having completed a series of acquisitions had then undertaken the task of assessing...
Following the implementation of ESMA Cost & Charges (European Regulation), we supported one of the major Asset Managers to ensure compliance. Our engagement focused on...
We worked with a leading European Life & Pensions Consolidator to identify their strategy for potential outsourcing of their IT infrastructure and business processing. There...
