Our history

Our company was formed following the decision of the founder to take the experience gained from senior management roles within the Global Custodian and Investment Banking operations and change management departments into the consultancy arena.

 

2001

Company foundation

 

Some key highlights  

2001

First Client - Tier 1 European Investment Bank - Successful completion of Corporate Action functional integration into wider strategic programme of work.

 

2003-2005

Successful delivery of series of Tax Reclaim system and process improvements completed at major North American Global Custodian.

 

2006 - 2012

Programme and project management services provided to a major Global Custodian in relation to a Global multiple system replacement programme.