Client Success Story 1 Fiduciary and Fund Service Provider


Fiduciary and Fund service provider

We have recently commenced with assisting this client perform periodic and event driven reviews on their portfolio – the mix of which is mainly low risk with medium and high-risk clients accounting for approximately 15% of the portfolio.

The client already has a prescribed and embedded review process in place, and we are assisting in clearing the backlog of reviews that have not yet been completed.

We are further in discussion with this client to provide ongoing outsourced assistance in relation to periodic and event driven reviews of their portfolio

Portfolio size – high double digit 000’s

Length of engagement – the rest of 2023


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