Case Studies
There’s no such thing as an overnight success. Every story has a plot twist or two…These are some of ours.
Advising a top-three UK retail bank on selecting a wealth management platform.
Helping the largest building society define a wealth management savings, investment and advice proposition.
Helping a top-tier UK consultancy get on top of spiralling wealth management project costs & delivery risks.
Carrying out a strategic wealth management platform review for a high-end management consultancy.
Designing the merger of two pension and investment back office systems into one.
Helping a top-three UK bank define an innovative, low-cost mutual fund share class for its pension and wealth management unit.