Who we are
What we believe
What we do
How to Contact
e-mail me

Who we are


We provide consultants and solutions that allow investment managers to enable their organisations through the integration of IT systems. Uniquely placed in this space, we have worked both for the leading vendors of business technology systems and for a wide range of money managers who demand the best from their systems and people. We understand intimately the complexities of system implementation projects, the importance of continuity in the face of change and the kind of excellence required to deliver first class solutions. We know what it takes to implement successfully because we have done so before in a variety of environments.

Our core strength lies in the successful integration and implementation of systems and our experience reaches across both sides of the client / vendor relationship. We have worked through the process of system selection and managed full project lifecycles on many occasions and with many different clients, from global corporations to small boutique operations.

The expertise we offer is in system selection, project management, business analysis and custom development. The types of systems we integrate / implement are core to the investment process and are systems that facilitate straight-through processing and business process interoperability. Our particular strengths include data integration; order management; portfolio modelling; pre- and post- trade compliance; trade processing; portfolio accounting; trade matching/settlement. We continue to expand the breadth and depth of our consulting solutions to meet our Clients' changing needs.


Vendors we have worked for and with include Charles River, LatentZero, SS&C, StatPro and Reuters. Vendors we have implemented or interfaced with are numerous and include products from Bloomberg, Eagle Investment Systems and DST.

Clients we have worked for include some of the leading investment managers such as: Goldman Sachs Asset Management, Schroder Investment Management, Morley Fund Management, ABN AMRO Mellon Global Securities Services.