Troika
Troika (UK) Ltd
Centurion House
24 Monument Street
London EC3R 8AJ
Tele:+44 (0)20 7015 8750
Fax: +44 (0)20 7469 1110
General Enquiries: FSE@navigant
consulting.com

Troika - Investment Management

Troika Consulting’s Investment Management team works across the retail, private wealth and institutional markets and covers product development, distribution, transfer agency, custody, fund accounting and investment operations.
Our team of experienced industry professionals provide our clients with
creative solutions and practical change implementation for strategic, large
scale and tactical projects. Current areas of focus include:

  • Product Development – design and launch of a range of equity and alternative products for the institutional/intermediary/retail markets

  • Multi-Manager – designing and implementing Manager of Managers propositions to support the needs of retail, HNW and institutional investors

  • Wrap – developing distribution strategy, proposition definition, platform development and implementation and Wrap provider selection and negotiations

  • Operational Improvement – organization, process and systems improvement with strong expertise in managing outsourcing selection and implementation programs for transfer agency, custody, fund accounting and investment operations

  • Outsourcing Review Programs – conducting reviews of existing outsourcing arrangements/re-selections, which may lead to further consolidation (risk reductions and cost improvements)
  • Organisation, People and Change – maximising business performance
    by leveraging companies most valuable asset – their people.

our clients

The Investment Management team has worked with many of the leading players in the industry in the last few years. Below are examples of recent work we have done:

Standard Life
Strategy development, partner selection and implementation of Wrap proposition

Threadneedle Asset Management
Strategic outsourcing of retail administration/transfer agency

Morgan Stanley Investment Management
Product definition and implementation

Barclays Wealth Management
Design and implementation of a multi-manger fund platform

BNP Paribas Securities Services
Review of evolving Wrap market and definition of a differentiating strategic proposition

Copyright © 2008 Navigant Consulting Ltd All rights reserved