Client Successes

Over time, we have undertaken client engagements that vary in function, focus, complexity, audience and budget. The following Case Studies outline some examples of engagements we have undertaken and the demonstrable outcomes that we have achieved for our clients and their businesses.

Investment Administration Systems Strategy

Multi Family Office

Foxrock facilitated and oversaw the completion of a large system review and implementation – designing the strategy, managing the sourcing of the software elements and provided installation and data transition support..>>

Helping a Company ‘Right Source’ Its Custody

Fund Manager

Assisted the client to re-design its master custody and unit registry outsourcing arrangements, consolidating the legacy arrangements into a one-stop-shop arrangement..>>

Custodian Review

Investment Manager

Undertook a review and benchmarking exercise over the client’s custody and back office outsourcing arrangements – identifying over 15% in annual cost savings that were immediately realised..>>

Multi-Asset Manager System Selection

Asset Servicing

The selection process delivered an integrated solution from a single vendor, with market‐leaded  asset coverage and new middle office functional capabilities derived from leading global brands that reflected the clients’ markets..>>

Custody & Trade Settlements Business Processes

Multi-Family Office

We proposed a number of tools and business process improvements, helping the client to source some elements and building those that could not be readily sourced in the open market..>>