WHO WE ARE & WHAT WE DO.
We are a UK-based firm that focuses on special projects with pension schemes and financial institutions, often working with or through their advisers.
Clients find us useful when circumstances are changing rapidly, as is happening in 2024.
DOMAINS AND EXPERIENCE.
Our projects have included:
AI. Including AI strategy and implementation.
Secular Shift to Higher Interest Rates. Including systemic effects and risk vectors.
Large Ticket Business Development. Including marketing tools.
Project Management. Including use of appropriate tools.
Transfer Values. Including group transfers and TVAs
Alternative Investments. Including Venture Capital and Private Equity.
IPO Work. Including listing on offshore Stock Exchanges.
Blockchain. Including Ethereum-based offerings.
Technology Projects. Including algorithm specification.
General Management. Including getting on top of messy situations.
The range of these projects has been useful in bringing fresh insights and allowing cross-fertilisation benefits.
KNOWLEDGE & SKILLS.
We have multidisciplinary skills, including:
Actuarial. Technical actuarial knowledge is often important in our special projects. We work with existing advisers and do not seek appointment as formal actuarial advisers,
Investment. Technical investment knowledge is often important in our special projects. We work with existing advisers and do not seek appointment as formal investment advisers,
Marketing. Our special projects often have a marketing dimension - clients want to roll them out to win their own new business. We have competence in all marketing tools.
Regulation and Compliance. All of our clients operate in regulated environments and we are experienced in dealing with the associated challenges.
Project Management. Coordination of multiple personnel across multiple disciplines has been a cornerstone of many of our special projects.
Technology and AI. Most special projects have a technology dimension, and we have experience of blending this with the other project dimensions.
MORE ON US.
We are independent, and are not selling IT, seeking funds, promoting any specific security or fund. We do not provide legal, financial, actuarial or investment advice.
Our wide range of knowledge and skills reflects a serendipitous variety of past professional experience, leaving us ideally placed to meet the new needs of UK pensions and financial institutions.
Founded by Blake Dempster ceo.