Business Expertise

Our teams are made up of highly experienced professionals from throughout the financial services industry. They bring that expertise with them when finding solutions for your firm. Our business backgrounds include:

  • Traditional and alternative investment management
  • Wealth management and private banking
  • Capital markets
  • Retail/Commercial banking and lending
  • Regulatory compliance, AML, Dodd-Frank
  • Client relationship reporting and aggregated performance reporting
  • Data modeling of investment, wealth and securities domains
  • Reference and market data acquisition, management and distribution
  • Fixed income and equities derivatives trading and operations and risk management
  • Trade order management
  • Trust and Custody operations and accounting
  • Fund accounting and fund administration

The Business Expertise you need