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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.
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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 |
