Case Studies

International Life Assurance

A listed life assurer sought our assistance in improving the investment administration of their personal portfolio bond business.

The Requirement

After our successful delivery of stockbroking services we were approached to assist in improving their portfolio administration services.

The Solution

A full investment administration solution was agreed coupled with pro-active cash management. This involved:

  • The creation of two customised nominee companies
  • The opening of approximately 5,000 client portfolios
  • The re-registration of 10,000 asset lines, valued at approximately £1 billion

  • 32,000 signatures for authorisation, and a follow-up process over six months
  • Simultaneous execution of portfolio activity, managing customer relationships and resolving queries
  • The implementation of a cash management strategy to consolidate cash balances and maximise returns

The Result

The Group provides a full back-office investment administration solution including custody, asset pricing, asset dealing, corporate actions, dividend and fee collection plus cash management. This has enabled the client to improve delivery, to consolidate activity and to focus on its core competencies.

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