We used our industry knowledge to help our client choose the right new wealth management system for their business. We also helped in establishing training needs and in articulating a draft plan and approach for implementation.
We helped our client bridge the gaps between their position and the legal requirements. As part of our we advised the on best practice and introduced a training solution and a robust health and safety policy.
With international expansion planned, our client recognised that it needed a new administration management system. The existing system had been installed in 1998 and was unsuitable for their complex and evolving trust and company administration requirements.