SOME OF OUR CUSTOMERS

Who We Work With

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We are specialists for the asset and wealth management industry. No one matches us for the sheer number of consultants with specific expertise in this sector.
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As well as the businesses themselves, we work with the intermediaries, platforms and service providers who form a crucial part of a dynamic industry.​

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• Asset Managers  We started life as a business offering asset management strategic advice and technical expertise. 

• Wealth Managers  We work with some of the most prestigious wealth managers in the world, covering private banking, wealth solutions, discretionary fund management and family office services.

• Intermediaries and Platforms  We support any service that helps asset and wealth managers function more effectively. We work with advisers, platforms, clearing houses, exchanges, utilities and brokers around the world.

• Service Providers  We’re in the unique position of having worked with the majority of the world’s major service providers and can provide fresh and independent insights.