Case Studies

MainstreamBPO

MainstreamBPO group is an ASX listed provider of specialist fund administration solutions for the financial services industry. With a global presence, Mainstream administer nearly 450 funds, and have over AU$95bn in funds under administration. Having recently celebrated their 10th anniversary, their current focus is on organic growth, acquisition of complementary businesses, and the broadening of their service offering through investment in new technology.

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MMC (New Zealand)

Incorporated in 2002, MMC are a New Zealand based provider of outsourced fund administration solutions for investment managers and investment product providers. With 26 clients and over NZ$27.9bn in funds under advice, they are based in Auckland and solely focus on the New Zealand market. MMC pride themselves on being truly ‘local’ because it means that they are able to work more closely, interacting directly, with clients and are highly knowledgeable of local regulations.

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Rathbones – Reducing Risk in Master-Feeder Fund Structures

Rathbones is one of the UK's leading providers of investment management services for individuals, charities and professional advisers. Before becoming an investment management house, Rathbones was a timber merchant business established by the Rathbone family in Liverpool, in the 1720s. Subsequent generations then went into shipping and overseas trade, moving into managing money at the beginning of the last century. Rathbones now has 15 offices across the UK and Jersey, and just over 1000 employees. The core ethos of Rathbones is the ability to adapt and change, which is very much evidenced by its history.

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Ruffer - Trade Notification

Founded in 1994, Ruffer provides a discretionary portfolio management service as well as managing a range of funds. Ruffer has a distinctive investment approach in that it invests with the objective of protecting and growing its clients’ capital by generating consistent positive returns, rather than with reference to any particular index or benchmark. Total assets managed by the firm now exceed £18 billion, with over 240 staff based in London, Hong Kong and Edinburgh.

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APN Property Group

APN Property Group is a specialist Asia-Pacific real estate investment manager. Since 1996, they have managed real estate and real estate securities on behalf of institutional and retail clients. APN is in a unique space in Australia, as there are very few other real estate specialists. They manage over $2.4bn AUD across a range of funds, including domestic and international property securities, direct property and listed funds.

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Pritle

Netherlands-based robo-advisor Pritle provides cost-effective, online consumer wealth management services.

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Goldman Sachs Asset Management

Goldman Sachs Asset Management (GSAM) joined the Calastone network initially as a fund manager and more recently as a platform, allowing client access to GSAM funds through Calastone’s Order Routing service.

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Nucleus Financial Services

Edinburgh-based Nucleus Financial Services Limited provides wrap platform services to UK Financial Advisers.

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netwealth Investments Limited

With a history in international trade and finance dating back to 1865, netwealth is well regarded by astute investors who rely on its solutions to invest and protect their current and future wealth.

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Manulife (International) Limited

Canadian-headquartered Manulife has operated in Hong Kong for more than 115 years and is now one of the largest financial services organizations in Hong Kong. The company takes care of the financial and protection needs of more than 1.8 million customers in Hong Kong and Macau.

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Schroders

Established in 1804, Schroders has been investing for over 200 years, through the good times and the bad. This heritage gives Schroders the experience to challenge conventional thinking and develop new investment opportunities for their clients.

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Heartwood Wealth Management Limited

Heartwood Wealth Management ('Heartwood') originated in 1988 as a financial services business providing investment and wealth management to individuals, families and charities. Heartwood significantly enhanced its investment management offering and increased the team from 2008. In March 2011 Heartwood Investment Management was officially launched as a distinct division of the business marketing its stand-alone investment management services.

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