Services

Expert strategic advisory, delivery, maintenance, and managed services

What we do

Elgin White supports the full transformation lifecycle, from strategy and target operating model design through to system selection, implementation and optimization, post-implementation support, and managed services.

We work with you to design and execute an optimized, secure, compliant, and cost-effective solution that aligns with your business goals and is built on innovative, future-ready technology.

Our consultants have decades of experience in the design, selection, implementation, and configuration of the technologies and vendor platforms that will best match your current and future needs. Our subject matter expertise extends from front, middle and back-office platforms to cloud and SaaS, data, reporting, and compliance solutions.

Our highly versatile service delivery model allows you to start small and extend over time, in line with evolving business requirements and budgetary cycles.

You make the right decisions – backed by Elgin White expertise and experience.

Strategy

Evaluation, search & selection

Strategic advisory

In-depth, best practice reviews and advice.

  • Vendor selection strategy
  • Target operating model design strategy
  • Outsourcing strategy
  • Data strategy
  • Cloud strategy
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Technology optimization

Performance-boosting efficiency and savings advice.

  • Current technology setup evaluations
  • Enterprise data architecture and governance
  • How to get the most out of your current vendor setup
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Delivery & maintenance

Best practice deployment & support services

Implementation

Front-to-back buy-side and asset servicing technology system integration.

  • Complex, multi-vendor systems
  • System configuration and optimization
  • On time and on budget delivery
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Support

Ongoing, robust, and reliable multi-vendor support.

  • Performance monitoring
  • Enhancements and evolutions
  • Updates and upgrades
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Managed services

Ongoing efficiency & resilience

Outsourced support

Smooth and efficient running of your platforms and systems.

  • Continuous, long-term efficiency
  • Right-sized resourcing, as needed
  • Effective, value-add servicing
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Connectivity-as-a-Service

Cost-effective and efficient interface management.

  • One-stop-shop for multi-vendor expertise and continuous support
  • Efficient global roll-outs
  • Risk reduction and assurance
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Innovation Innovation
Best Practice Best Practice
Agility Agility
expertise expertise
efficiency efficiency
resiliency resiliency
Rapid progress

The CACEIS Investor Services experience

Latest news & insights

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11 May 2023

Connectivity-as-a-Service (CaaS) – Bringing assurance and efficiency to the buy-side

No platform is an island in the complex, multi-vendor world of investment management. All buy-side platforms must interact effectively and continuously to mitigate the risk...
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12 Apr 2023

10 Profitable outcomes of cloud adoption for investment managers

Understanding the “Why?” of your cloud adoption or migration project is essential. By building a complete and compelling business case, which is outcome-oriented, you are...
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20 Jan 2023

Unlock transfer agency market power in 2023: Prepare for a revolution!

Suddenly, it is exciting times for Transfer Agencies (TAs) as this historically vendor-change-resistant, deadline and accuracy driven space is shifting for asset managers. Increasingly, we...
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Find out how we can accelerate progress for your business

Jeremy Hurwitz

Managing Director - North America

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.

Stanley Drasky

Managing Director

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 Schutte

Managing Director

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.