Previous Work

With our extensive experience and complementary skillsets we have been helping clients to transform their business, operations and technology capabilities. This empowers them to unlock value in today's complex and rapidly evolving landscape.

Digital Transformation Enablers

Our consultants have assisted clients with the execution of their digital transformation strategies. This work included the re-platforming of major life company's wealth management business. .

Process Optimisation and Cost Efficiencies

The consultants at our firm have played a pivotal role in driving extensive process optimisation initiatives for major financial institutions. This has work has consistently yielded tangible operational enhancements and cost reductions

Multi-Billion Dollar
Mergers & Acquisitions

Our consultants executed a significant change programme for a large international Asset Manager to consolidate operations and migrate $120 billion of assets under management following the acquisition of three separate entities..

Large-Scale Client Onboarding and Compliance Transformation

Following an acquisition by a major global wealth manager, our consultants facilitated the onboarding of 12,000 private client accounts including an overhaul of the existing client due diligence processes.

Innovative Compliance Solutions

We have extensive experience in managing risk and regulatory change programmes, covering various regulations, including ESG, EMIR/CFTC, MiFID, PRIIPs, Dodd Frank, and the Basel Accords.

Streamlining Complex Fund Transitions

We have extensive experience of managing the end-to-end migration of investment funds during major transitions. This work includes the transition to a new tax efficient vehicle and bringing outsourced middle office services in-house.