Clients

These are some of the clients that we have helped:

Apiax

Apiax builds powerful and flexible tools to master complex financial regulations digitally.

Multrees

Multrees provides independent global custody investment administration and consolidated reporting services for wealth managers and private investment offices.

Delio

Delio helps financial institutions and organisations enhance their offering by connecting private deal flow with high net worth capital.

ClearMacro

ClearMacro helps investors achieve sustainably higher risk adjusted portfolio returns through a streamlined and optimised asset allocation process.

Practifi

Practifi is a business management platform for financial advice, superannuation and insurance.

ARQ

ARQ enables you to trust your own wealth decisions with personalised and unique insights to maximise your growth.

Barclays

Barclays is a multinational financial services company. We have worked as practitioners and consultants to a number of Barclays businesses.

Coutts

Coutts is the Private Banking and Wealth Management subsidiary of RBS.

Shift Capital Partners

Shift was a joint venture between the Venture Garden Group and Rubus Group to launch a Jersey based $75m technology fund.

Kidbrooke

Analytics API solutions enabling FinTechs and financial institutions to build next-generation digital wealth experiences

Adviscent

Adviscent delivers smart content for Wealth Management clients, prospects and advisors