Achieving aspirations in a changing environment with strong legacy
We support you to shape your business and mitigate your complexities and risks of tomorrow. Whether you are a Bank, a Family Office or a stakeholder in the Financial Market, our modular approach, our strong values and knowledge and our connectivity with the best tech players will help you to find the best, fit for purpose and innovative solution to a sustainable growth of your Business. We will ensure the appropriate support with the implementation of the best solution and its integration within your Business Model. Your legacy is important to us and our 'tailor made' consultancy combined with different tech experts will ensure this is properly considered and leveraged.
OUR EXPERIENCE
TECHNOLOGY-LED SOLUTIONS TO ADDRESS A SPECIFIC WEALTH MANAGEMENT PAIN POINT
INNOVATION
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Digital proposition on front-end specific matters
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Data management
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Smart working capabilities and business plans to reduce fixed costs
OPTIMIZATION
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Process mapping focused on simplification / streamline
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Cost analysis and optimization
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Cyber security via simplification
PEOPLE-LED TRANFORMATION/ RISK AND REGULATORY SOLUTIONS
TRANSFORMATION
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Definition of Target Operating Models and segmentation
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Alignment to main regulatory requirements
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Support to comply with the strongest AML standards
RISK AND REGULATION
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Delivery of risk management frameworks
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Integration of risk oversight within the financial operation
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Prioritisation of the most relevant risk mitigation matters
OUR SERVICES
BANKING AND FINANCIAL SERVICES
We support Banks and other players within Financial Services to make the transformation a smooth journey with a key focus on long terms solutions based on technology. We ensure the best solutions in terms of technology, frameworks and streamlining.to data from your collection.
PRIVATE WEALTH AND FAMILY OFFICES
We engage with family offices to enhance their experience in terms of process optimisation and the related management information and we find the right balance to innovate the existing flows with digital secured solutions.
MULTI-FAMILY OFFICES
We support MFOs to assess their target operating model and suggest the right solutions to achieve the best return from their clients book. We also ensure appropriate alignment and compliance to a complex and fast changing regulatory environment.
FUNDS
We advise on the best solutions to manage high volume transactional activity by pushing the digitalisation of repetitive tasks with a strong cost optimization.
TRUST COMPANIES
We support to comply with the standards of fiduciary and financial crime risk.
