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Our sectors

We help businesses in Wealth & Asset Management, TMT, Energy, Private Equity, Private Business and Hospitality gain a competitive edge through AI by driving growth, improving efficiency, and enabling smarter risk management.

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Wealth & asset management

Wealth and asset managers face tighter margins, tougher rules, ESG complexity, AI disruptions, and generational shifts – all while client expectations rise. We assist leadership teams with targeted expertise, strategic focus, and delivery precision, backed by industry relevant, real-world insights.  

Specialised expertise, at pace

Delivering hybrid-advice models, AI-enabled investment tools, and sustainability frameworks at speed requires expert knowledge – often beyond internal bandwidth.  

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How we help
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GenAI & automation

Transitioning from pilot to production in portfolio tools, KYC, and reporting.

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ESG reporting 

Delivering SFDR, SDR, and climate disclosures with reliable data.

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Client innovation

Crafting propositions for HNW, retail, and digital-first next-gen investors.

External pressures

Evolving regulation, market volatility, and wealth transfer dynamics are reshaping industry norms and operational risk profiles.  

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How we help
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Regulatory resilience

Ensuring compliance with consumer duty, MiFID II, ESG, and AI.

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Market shift

Updating products and pricing to meet new generational and gender demands

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Ops reset

Addressing friction points like pension transfers and rethinking sourcing and location strategy.

Independent transformation leadership

Digital platform refreshes, M&A integration, and operating model redesign need authoritative external leadership to build momentum and deliver results

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How we help
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Operating model 

Aligning front, middle, and back office to balance scale with client focus.

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Platform modernisation 

Transitioning from legacy to cloud-ready, data-driven systems.

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M&A oversight 

Integrating stacks, governance, and teams for swift value realisation.