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Investment Management
Case Studies.
Selected mandates with their results. Filter by client type or theme.
2 cases
Operating Model Transformation
Reorganisation of a Multi-Asset Manager & Carve-Out of Loss-Making Business Units
A multi-asset manager with a cost-income ratio above 85% needed to restructure — carving out underperforming units while protecting its most profitable franchise.
>85%
Cost-income ratio at start
4+
Business units restructured
-15 points
Cost-income ratio reduction identified
Market Data & Compliance
Market Data Analysis and Implementation of Savings, Compliance and Governance Framework for a Large Insurance Group
A large Swiss insurance group needed to align market data consumption across all business units — identifying cost-reduction opportunities and paths to address contract-coverage issues.
Up to 25%
Market data savings identified
Full
Compliance framework
Group
Governance established
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