Our clients and the sectors they operate in
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:
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 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 is the professional management of investment portfolios, including buying and selling assets, to achieve financial objectives while managing risk for clients or organizations.
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 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 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 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 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 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.
Learn more about the technologies and vendors we work with
Based in Los Angeles, California, Jeremy founded InvestTech Systems Consulting LLC in 1990. As President and Director the Enterprise Data Management and Architecture Practice for more than 25 years he managed over 50 large investment technology, strategy, and implementation projects for many of the largest global investment management firms. Following the acquisition of his firm by Accenture in 2017, Jeremy remained as Managing Director, Asset Management Lead.
Jeremy joined Elgin White in 2022 to lead the firm’s launch into North America. He is recognized throughout the North America asset management community as a thought leader and innovation architect in the design of enterprise data, analytics, and reporting platforms. His deep knowledge, broad buy-side network, and extensive experience deploying business-outcome-focused technology solutions successfully has accelerated the growth of Elgin White in North America.
Stan joined Elgin White in 2020 following an impressive 30-year career working predominantly for world-class buy-side financial services firms in North America and Europe. He is a renowned buy-side technology leader with a reputation for designing and delivering large-scale transformation initiatives at scale and pace. Currently, Stan is especially active leading infrastructure (cloud and managed services) transformation projects.
His most recent roles prior to Elgin White include Chief Information Officer (EMEA) at State Street and various senior positions during his eight-year tenure at Northern Trust Corporation, including Head of IT & EMEA/Global Director of Fund Administration Technology, Global Director of Asset Management Technology, and Director of Trade Execution Technologies. Stan has also held senior Operational and Technology roles at Nuveen Investments and BNY Mellon.
Throughout his career Stan has been a strategic client or partner of every major front-to-back office technology vendor including SimCorp and Charles River Development.
Erik founded Elgin White’s consultancy practice in 2019, which transitioned the firm into a full-service buy-side consultancy and resourcing business. He is an experienced front-to-back business transformation professional and has held several senior management positions during his more than 30-year career in the UK and his native Netherlands, as well as Asia Pacific.
Previous roles include Head of Professional Services at SimCorp, Director at PwC UK, and Managing Director for Wealth & Asset Management Services at Accenture UK & Ireland.