Description of Project: A $13B AUM Investment Manager with ETF’s, Mutual Funds, Institutional Separately Managed Accounts and Hedge Funds wished to expand their business. In addition to having a full … [Read more...]
High Net Worth Asset Manager Operating Model Assessment
Description of Project: A High Net-Worth Investment Manager with $7.3B AUM in almost 900 accounts across 37 custodians wished to expand their business, targeting the doubling of AUM over the next … [Read more...]
USD to Multi-Currency Cash Balance: Assessment and Migration
Description of Project: A $20B AUM multi-strategy Hedge Fund with $20B AUM wished to stop automatically FX’ing foreign cash balances to USD on every non-USD transaction. The spot activity, along with … [Read more...]