Case Studies

The Conifer Group

Client Snapshot A leading provider of fund administration, trading and prime brokerage services sought to provide overnight monitoring of all client systems Wanted to avoid adding full-time staff to address …read more

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The Conifer Group


Cornerstone Advisors

Client Snapshot Wealth manager with $2 billion AUM sought growth through diversification of investment products. Needed to streamline back office operations to ensure business scalability Elected to outsource trade reconciliation …read more

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Cornerstone Advisors


London-Based Wealth Management Firm

Client Snapshot Global wealth management firm with £1 billion AUA based in London looking to replace a key operations employee. Firm wanted to outsource but still maintain control of its …read more

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London-Based Wealth Management Firm