• Providing full range of asset and wealth mamangement services.

Overview

Volatility in the capital markets is a constant. Controlling costs, while being flexible enough to react to changing global demands for new investment products, is critical.

Our experience with wealth management service providers is extensive. For buy‑side firms, we work with leading hedge funds and alternative investment companies. We also provide IT services to mutual fund providers and private wealth managers. And by partnering with leading software vendors, we provide expertise in multiple asset management products and platforms.

Capabilities

  • Front Office

  • Advisory services

  • Client services

  • Portfolio management

  • Program strategies

  • Sales and marketing

  • Trade order management

  • Middle Office

  • Compliance

  • Performance measurement

  • Risk management

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  • Back Office

  • Investment, fund and partnership accounting

  • Reconciliation

  • Trade operations

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