Case Studies

Some sample work by our team.

Private Bank Core System & Global Hub

posted Dec 4, 2009, 1:17 AM by Pete Cooper   [ updated Oct 27, 2010, 8:56 PM ]

Reviewed existing offshore private bank technology and operations platforms. Implemented tactical changes then select and establish a strategic replacement platform to consolidate technology and improve products, operating cost base and service for global network of existing and new private banks from a single instance into 6-8 countries. Cooper helped this private bank proudly fly the flag globally with careful design and execution of modern technology.

Investment Management Industry Utility

posted Dec 4, 2009, 12:13 AM by Pete Cooper   [ updated Dec 4, 2009, 12:17 AM ]

Establishment of a new joint information utility for the funds management industry to serve thousands of intermediaries and millions of retail investors with improved timeliness, accuracy and cost of delivery for valuations, orders (applications, redemptions, switches, transfers), distributions, commissions and more.

Premium Retail Structured Products

posted Nov 22, 2009, 10:26 PM by Pete Cooper   [ updated Dec 4, 2009, 12:20 AM ]

 Establishment of a new division in a large investment bank to provide leveraged investment products.

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