Technology for investment firms

Investment Management

Secure, resilient and well-governed technology for asset managers, investment advisers and operational teams working across offices, markets and jurisdictions.

Sector expertiseSecurity-firstResponsive supportStrategic guidance

Technology that supports confidence, control and growth.

Secure, resilient and well-governed technology for asset managers, investment advisers and operational teams working across offices, markets and jurisdictions.

Our teams combine daily support with security, governance and long-term planning. That gives leadership one accountable partner and users a service that feels responsive, clear and commercially aware.

Challenges we help you manage.

Every engagement starts with understanding the business, the people and the consequences of technology failure.

Challenge

Regulatory and client scrutiny

Demonstrating effective controls, oversight and evidence without creating unnecessary operational friction.

Challenge

Sensitive data and identity risk

Protecting investor, portfolio and employee information across cloud services, devices and third parties.

Challenge

Operational resilience

Reducing single points of failure and preparing practical recovery arrangements for critical services.

Challenge

Complex user needs

Supporting executives, investment teams, operations and compliance with the right balance of speed and control.

Challenge

Third-party dependencies

Maintaining visibility across platforms, data providers, custodians and specialist vendors.

Challenge

Growth and change

Opening offices, onboarding teams and integrating acquired businesses without losing consistency.

An integrated service, not disconnected suppliers.

We bring together people, process and technology so improvements work in practice as well as on paper.

01

Managed IT operations

Service desk, endpoint management, monitoring and executive support delivered through one operating model.

02

Cyber security and identity

Layered controls across users, devices, email, cloud applications and privileged access.

03

Governance and evidence

Policies, reviews, risk tracking and reporting designed to support client and regulatory due diligence.

04

Cloud and collaboration

Secure Microsoft 365, file management, communications and remote access configured around the firm.

Platforms selected for security, usability and fit.

Microsoft 365AzureEntra IDIntuneMicrosoft DefenderTeamsSharePointVantaGlobal RelayCisco

Technology choices are confirmed through discovery and are not limited to this list.

Looking for a technology partner that understands investment management?

Tell us where you are today and what you need technology to make possible next.

Book a consultation ↗︎+44 20 7112 9280