MAKING SENSE OF FINANCE
Our insight helps you plan for the future. To think strategically you need perspective. You need to know what your rivals are up to, how your customers’ needs are changing, and how regulation might impact your business. Because we work with asset and wealth managers, and providers, across all the major financial centres, we’re able to show our clients the broader picture. We bring comprehensive insight into customer trends, new products, the regulatory agenda, and competitive threats and opportunities.
Learn MoreMaking it easier to make the right decision Your choice of technology, partners or providers will have a significant impact on your return on investment. But keeping up to speed with developments is a challenge for even the savviest firms. Our advice is independent, refreshingly free from conflict of interest and founded in our extensive experience, allowing our clients to make informed decisions that benefit your business.
Learn MoreExpertise and resources to deliver projects on time and on budget. We give asset and wealth management clients the specialist expertise they need to realise challenging and time critical projects. We offer far more than generic ‘change’ resource – you'll get seasoned professionals with deep sector expertise to help turn your business aims into reality. Resource that can be counted on.
Learn MoreMaking sure you measure up How does your performance compare with your competitors? Is the relationship with your asset manager or service provider all it could be? It can be hard to tell.Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile.
Learn MoreIn-house or outsource? We help you find the best operating model. To outsource or not to outsource, that is often the question. Deciding on the best operating model, and knowing whether in-house will be more effective than outsourced, taxes most organisations. Perspective is what we bring. Our comprehensive knowledge of the best and most efficient operating models will give you the confidence to make the right choice.
Learn MoreIdentifying the Risk Businesses that trade internationally or have operations overseas are likely to be exposed to foreign exchange risk arising from volatility in the currency markets. Once you have identified your exposure, it's time to measure it. This step shows you the extent to which your company is exposed to the whims of the foreign exchange market and will directly inform your currency risk management strategy.
Learn MoreCompliance & Regulation Our regulatory team help you prepare and thrive. Are you confident that your company understands how the next wave of regulation will impact your business? Keeping on top of an increasingly complex landscape of regulatory change is more challenging than ever. We help organisations adapt and prepare for the impacts of new demands.
Learn MorePut efficiency at the forefront of your front office. A technology strategy that lets your front office perform efficiently is vital. But with a bewildering number of technologies on the market, making the right choice can be a challenge. Our experience in implementing global front office strategies complemented by our knowledge of the provider landscape means we’re uniquely well placed to find the best solution for your business.
Learn MoreWe help you make your data work harder. Your clients have become increasingly sophisticated and demand more professional features, tools and reporting. Your competitors are adopting new technology that raises the bar in what they can offer customers in terms of the overall client experience. Accurate information and good service are vital to protecting relationships with individuals, institutions and intermediaries.
Learn MoreDirector
Mr. Perry Asforis has extensive experience within International Financial Markets, Trading, advising, business planning, sales and marketing, including Head of Sales & Trading for Infinity international Limited, Head of Treasury & Trading positions with Mizrahi Tefahot Bank Limited and Bank Leumi UK PLC and Head of Private banking with United Mizrahi Bank Limited.
Director
"Adam Mackulin has over 17 years experience within the Sales, Marketing, Trading and Compliance arena." Having worked in Retail as well as Financial Services, Adam has extensive knowledge, experience and capability to help make any company even more successful than they already believe themselves to be.
