Beyond the crowded space of consultancies that paint by numbers

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About Us

Our purpose
We play an active role in informing and shaping strategic and sustainable change in the Investment Management industry.

 

Our proposition
We work with C-suite and Senior Management, helping them envision and create their organisation of the future.
We relieve the pain of procrastination and keep people accountable, motivated and engaged, adding value at every stage in the process.

 

Our expertise
We are experts in transformational change within the Investment Management industry. Our consultants have a consistent and strong track record of delivering complex change programmes across all functions from Investments, Distribution, and Risk to Operations and Technology

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Case studies of our work

Global Servicing Model

The company was seeking to appoint a Third Party Administrator (TPA) for its fund operations (Fund Administration, Custody, Transfer Agency). The requirements included the ability to provide superior client service to the investors (mainly Distributors and Institutional Investors) in order to align with the firm’s branding model.

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Join our busy team

Our team is highly motivated and experienced. We take pride in our work and aim to deliver the best possible outcomes for our clients, people and business.

We are very much an insightful and insights driven business. Does this sound like you?

Join us