This firm was one of our first clients and was originally the Private Client department within a firm of Solicitors. They started by using our Dealing service to execute their clients' deals in a cost effective manner.

Over the past 15 years, the firm has grown to become a successful independent wealth management company with funds under management in excess of £600m. They now also use our Lawsafe, Dealing, NetResearch and International Custody services.

Our approach with this client has been to work in partnership with them to understand their strategy as their business grew and became independent. As their requirements changed we have been able to offer new services and have integrated these successfully into their business model. This has allowed them to keep their costs and overheads low at a time when they have been concentrating on expanding their business.

We are proud of the relationship that we have built and are currently working with them to utilise FundService.

This firm is one of our most recent clients. A new start-up business, this small niche IFA is using our FundService and Dealing Services to trade, settle and hold all their unit trust and OEIC business.

Due to our excellent relationships with the various Fund Providers we have been able to negotiate very keen terms for them on the full universe of tradeable unit trusts and OEICS. In just under a year this firm has built its value of assets held with us from an initial £2m to just under £9.2m.

Our approach is no different to that in Case Study A. We have worked closely with the organisation to understand their strategy and have been able to provide them with support and expertise that is so important through the early years.

This particular client obtained our details from the Euroclear UK & Ireland website whilst looking for a "Third Party Settlement Agent". As we are a leading provider of CREST corporate sponsored membership we were able to offer them a service to give them the benefits of efficient dealing, settlement and reconciliations all through a single secure online portal. The transition from certificated holdings into the dematerialised world that is CREST was by far the largest migration, by value, that we had ever undertaken for one client and involved some £580m of securities.