Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Industries

Our clients and the sectors they operate in

Your sector is our specialism

Our directors and consultants have decades of financial services experience. We are asset and wealth management practitioners who have worked for many of the world’s leading financial institutions and technology providers as senior executives, employees, or partners.

Our financial services clients say they:

  • Trust our deep-rooted insights and advice
  • Rely on us to understand the nuances of their firm and the markets they operate in
  • Know we have the expertise and experience to deliver tangible value 

We view clients as partners, joining forces with them to accelerate progress, make the right choices, optimize costs and efficiency, and enhance their reputations.

Asset Management

Asset Management

We elevate your ability to manage and maximize the value of your assets. Our specialist advisory and support services improve your target operating model and optimize your use of technology. This results in better decision making, risk management, regulatory compliance, and operational efficiency.

Investment Management

Investment Management

By transforming your target operating model and optimizing your technology infrastructure we help you to inform investment decisions, improve portfolio performance, boost operational efficiency, manage risk effectively, and adapt to evolving market conditions.

Pension Funds

Pension Funds

Best practice use of technology in pension operations and asset management safeguards the wellbeing of retirees by improving efficiency, compliance and risk management. Our strategic advisory, deployment and support services enable you to fulfill fiduciary responsibilities and regulatory requirements, and optimize your handling of pension assets.

Insurance

Insurance

We work with you to optimize your target operating model, leverage technology, and embrace innovation. This drives operational efficiency, reduces costs, and enhances customer experience - which in turn enables you to stay competitive, provide better services, and adapt to the changing landscape of the insurance market.

Sovereign Wealth Funds

Sovereign Wealth

We empower sovereign wealth funds (SWFs) to prudently manage and invest a nation's financial reserves. Our strategic advisory, deployment and support services help your SWFs to improve your target operating model, make informed decisions regarding your technology investments and strategies, and maximize security.

Securities Services

Securities Services

We work with you to ensure the operational efficiency, technical excellence, and compliance of your securities services, including custody, clearing, settlement, and asset servicing. Our consultancy services facilitate the trading and safekeeping of securities for investors and institutions.

Wealth Management

Wealth Management

We deliver expert advisory, deployment, and support services for wealth management organizations aimed at optimizing your target operating model, technology systems and processes. These services are essential for staying competitive in the rapidly evolving world of wealth management, still adapting to the 'new normal'.

Private Equity & Alternative Investments

Private Equity

We help you to deploy capital more effectively into non-traditional assets, e.g., private companies, real estate, or hedge funds. Our services help you to remain competitive, make informed investment decisions, and optimize your operational processes, so you can improve investment performance, streamline operations, and enhance investor relations.

Asset Management

Asset management involves overseeing and optimizing a portfolio of investments, such as stocks, bonds, and real estate, to achieve specific financial goals for individuals or organizations.

Investment Management

Investment management is the professional management of investment portfolios, including buying and selling assets, to achieve financial objectives while managing risk for clients or organizations.

Pension Funds

Pension fund management involves responsibly overseeing and investing contributions from individuals and employers to ensure a secure and sustainable source of income during retirement years.

Insurance

Insurance firms provide financial protection to individuals and businesses by offering policies that cover various risks, compensating policyholders for specified losses, such as accidents, illnesses, or property damage.

Sovereign Wealth Funds

Sovereign wealth fund management refers to the prudent management and investment of a nation’s financial reserves, often generated from commodities or foreign exchange, to enhance long-term economic stability and growth.

Securities Services

Securities services encompass a range of financial services, including custody, clearing, settlement, and asset servicing, aimed at facilitating the trading and safekeeping of securities for investors and institutions.

Wealth Management

Wealth management is a comprehensive financial advisory service that encompasses investment, estate planning, tax management, and other strategies to help individuals and families grow, protect, and distribute their wealth.

Private Equity & Alternative Invesments

Private equity and alternative investment management involve deploying capital into non-traditional assets, such as private companies, real estate, or hedge funds, with the goal of generating high returns and diversifying portfolios.

Technologies

Learn more about the technologies and vendors we work with

What our clients say

The CACEIS Investor Services experience

Find out how we can accelerate progress for your business