Financial Services
The world of Financial Services never stays still. Neither do we.
Shifting risk landscapes. Ever-evolving customer behaviours. Emergent competitive threats. New channels, new regulations, new opportunities. We've been helping clients grow their businesses and deliver great service to their customers for nearly 100 years. There's never been a more exciting time to be in Financial Services than today. Apart from tomorrow.
Our services
Fixing the unfixable?
In this webinar replay Paul Waters and Heather Meighan discuss about what can be done now to deliver on the FCA's retirement challenge.
Factor investing - the case for inclusion in portfolio models
After years of being successfully used in the institutional market, factor investing is now also emerging as a beneficial strategy when building model portfolios in the retail world. But what exactly is factor investing and what potential value could it bring to your clients? Replay our webinar to hear from our investment experts, Stephen Birch and Catherine Miller, who will provide you with an introduction to factor investing and insights into the role it can play in successful investment portfolio construction.
Recent award wins
Investment strategy consultant of the year
Longevity / mortality team of the year
Actuarial team of the year
Longevity / mortality consultant of the year
Production Innovation
Investment consultancy of the year
Investment consultant of the year