We are specialists in the area of Asset and Wealth Management Operations. We leverage our extensive industry knowledge blend with technology and generate practical solutions to ease the burden off our clients. We deep dive into the situation of our clients and design solutions best suited for them. We aspire to be the trusted partner to all our clients in the broader Asset Servicing domain.
We design new, or review existing operating model to support your commercial success. Our blend of business acumen and technical expertise drive effective change. We streamline complex processes and make them simple and practical.
We are aware of the strengths and weaknesses of most of the Service Providers in the market. Let us run the RFP process and the vendor selection for you. We can do service provider reviews, SLA monitoring, or vendor due diligence for you as well.
Changing Service providers should not be a painful process if it is managed diligently. Smart managers keep these types of projects outside the BAU operation. We have experience in managing these whilst you carry on with the BAU operations.
We resource our clients to deal with employee contingencies or bring in specific skills to manage business circumstances. Our clients can have access to our pool of technical expertise to perform a set of clearly defined responsibilities for an interim period.
If you want to build an in-house Operations team but are not ready for it, we can Build Operate & Transfer at the right time. We also can Lift & Shift your Operations team bring into our domain and provide you a service. We also can bring in already outsourced operations and build them in-house for you.
Year end process can be quite a draining process to BAU teams especially when the business is operating at a fast pace. This can be more complex if an off-shored model is in play. We can take over from planning the year end to audit support and meeting final lodgement requirements. We also can support GS007 or Compliance audits as well.
We can help you with the fund setup process. From obtaining necessary legal documentations, fulfilling regulatory requirements and put in place a solid control environment. We can find service providers to run your new product as well.
We have experience in managing remediation projects in many areas and we can share our experience with you. May that be a compliance-related concern in the AML/KYC space or Unit Pricing error identification and rectification related. Talk to us about your concern.