Our clients operate within the Discretionary Investment Management market, actively managing portfolios on behalf of their clients while making strategic investment decisions tailored to their risk profiles and financial objectives. They invest across a diverse range of asset classes, including equities, fixed income, derivatives, alternative investments, and structured products.

Given the dynamic nature of financial markets, our clients rely on sophisticated risk management strategies to navigate volatility, optimise portfolio performance, and maintain compliance with evolving regulatory frameworks. This involves leveraging advanced modelling techniques, stress testing, and scenario analysis to assess potential risks and returns.

Comprehensive reporting is a key component of this process, enabling transparency and informed decision-making. Through in-depth performance analytics, contribution reporting, and regulatory disclosures, our clients ensure that stakeholders—from end-clients to regulatory bodies—have a clear view of portfolio positioning, risk exposure, and overall investment strategy.

Our client base is diverse, with Assets Under Management (AUM) ranging from £100 million to over £25 billion. This breadth highlights the wide spectrum of firms we support, from boutique investment managers handling high-net-worth portfolios to large institutions managing complex, multi-asset strategies at scale. Regardless of size, they all share the need for cutting-edge technology, robust risk controls, and seamless reporting to drive performance and maintain trust with their investors.