AS A NICHE SPECIALIST CONSULTING FIRM WE HAVE VERY DEEP AND BROAD EXPERTISE IN THE FINANCIAL SERVICES INDUSTRY AND ONLY EMPLOY CONSULTANTS WHO SHARE THE SAME CREDENTIALS.

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Welcome…

…to our website where you can find out more about how the expertise of our consultants can help your firm to deliver projects more quickly and more cost effectively.

As a niche consulting firm we have very deep and broad expertise in the financial services industry and only employ consultants who share the same credentials.

Our Services

CRM & Client Communications
Selection and implementation for Client Relationship Management, CRM, Client Reporting, Client Communications, Know Your Client, KYC, Anti Money Laundering, AML, client on-boarding… Read More

Example initiative we’ve worked on See Here

Data Management
Selection and implementation services for data management, data archiving, data migration. Read More
Digital
System selection and implementation for digital strategy service delivery, robo-advice, mobile apps utilising an Agile development framework incorporating scrum and sprint techniques. Read More

Example initiative we’ve worked on See Here

Global and Fund Custody Selection
Selection and transition for global custody, fund custody assisting our client to comply with FCA CASS 6.3. Read More

Example initiative we’ve worked on See Here

Implementation
Expert implementation services for Private Banks, Wealth Managers, Family Offices, Institutional Asset Managers, Stockbrokers, Fund Managers, Retail Banks, Third Party Administration (TPA) firms and software vendors. Read More

Example initiative we’ve worked on See Here

Interim Management & Recruitment
Recruitment and interim management, Non-executive directors, COOs, Head of Operations, Head of Middle / Back office,  Middle and back office operations, Programme and Project Managers, Business analysts, Testing resources, sales. Read More
Market Entry (Vendors & Service Providers)
Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Market Entry (Wealth & Asset Managers)
Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Operating Model Design
Strategic Operating Model design and transition roadmaps incorporating best–of-breed models which could include full outsourcing, partial outsourcing, or the replacement of legacy systems. Read More

Example initiative we’ve worked on See Here

Outsourcing
Selection, implementation, project management and consulting services for Business Process Outsourcing (BPO) for full and partial BPO. Read More

Example initiative we’ve worked on See Here

Programme & Project Management
Provision of pragmatic experienced consultants for the management of system implementation, Business Process Outsourcing (BPO), outsourcing of Global Custody and Fund Custody. Read More

Example initiative we’ve worked on See Here

System Selection
Consulting services to fast-track and de-risk system selection for Portfolio & Order Management, Post – Trade Compliance, Middle & Back Office Administration, Client Reporting & Communications, CRM & Workflow, Private Banking, CGT. Read More

Example initiative we’ve worked on See Here

CRM & Client Communications
Selection and implementation for Client Relationship Management, CRM, Client Reporting, Client Communications, Know Your Client, KYC, Anti Money Laundering, AML, client on-boarding… Read More

Example initiative we’ve worked on See Here

Data Management
Selection and implementation services for data management, data archiving, data migration. Read More
Digital
System selection and implementation for digital strategy service delivery, robo-advice, mobile apps utilising an Agile development framework incorporating scrum and sprint techniques. Read More

Example initiative we’ve worked on See Here

Global and Fund Custody Selection
Selection and transition for global custody, fund custody assisting our client to comply with FCA CASS 6.3. Read More

Example initiative we’ve worked on See Here

Implementation
Expert implementation services for Private Banks, Wealth Managers, Family Offices, Institutional Asset Managers, Stockbrokers, Fund Managers, Retail Banks, Third Party Administration (TPA) firms and software vendors. Read More

Example initiative we’ve worked on See Here

Interim Management & Recruitment
Recruitment and interim management, Non-executive directors, COOs, Head of Operations, Head of Middle / Back office,  Middle and back office operations, Programme and Project Managers, Business analysts, Testing resources, sales. Read More
Market Entry (Vendors & Service Providers)
Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Market Entry (Wealth & Asset Managers)
Market entry strategy services including gap analysis, market landscape, sales and marketing strategy, co-hosting events. Read More

Example initiative we’ve worked on See Here

Operating Model Design
Strategic Operating Model design and transition roadmaps incorporating best–of-breed models which could include full outsourcing, partial outsourcing, or the replacement of legacy systems. Read More

Example initiative we’ve worked on See Here

Outsourcing
Selection, implementation, project management and consulting services for Business Process Outsourcing (BPO) for full and partial BPO. Read More

Example initiative we’ve worked on See Here

Programme & Project Management
Provision of pragmatic experienced consultants for the management of system implementation, Business Process Outsourcing (BPO), outsourcing of Global Custody and Fund Custody. Read More

Example initiative we’ve worked on See Here

System Selection
Consulting services to fast-track and de-risk system selection for Portfolio & Order Management, Post – Trade Compliance, Middle & Back Office Administration, Client Reporting & Communications, CRM & Workflow, Private Banking, CGT. Read More

Example initiative we’ve worked on See Here

Who we work for

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Private Banks
Institutional Asset Managers
Retail Banks
Wealth Managers
Stockbrokers
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Third Party Administration (TPA) firms
Family Offices
Fund Managers
Software vendors

18 Loxford Way
Caterham
Surrey
United Kingdom
CR3 6BX

Contact Us

Steve Dyson
+44 (0) 7791 664771
steve.dyson@iawmc.com
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