Retail fund design
We were engaged with this mutual insurance society to design a new range of retail funds that are tailored to their customers’ risk profile requirements. Deliverables included: design work; implementation plan and business case.

Internal Framework at leading Fund manager
This independent fund manager has asked us to help them deliver a new internal control and procedures framework to enable them to complete an AAF 01/06 report at the end of the year. 

Hiportfolio upgrade and testing consultancy
We have undertaking the testing phase of the Hiport upgrade currently underway at this global asset manager. Our tasks have included:- script writing and system testing Hiportfolio 3v5;  regression testing; interface testing and business application testing.

ICAAP Resubmission
Following feedback from the FSA on their ICAAP return, our institutional asset manager client asked us to assist them through the re-submission process.

Selection of system selections and implementation including a performance and wealth management platform for two leading asset managers

Recent headlines

Recent articles