Expertise

Three areas of expertise, one standard.

Each business unit brings together consultants who come from the businesses they serve. Together, they cover the entire operating chain of capital markets participants.

01 Business & OperationsPerformance · Reporting · Middle office Performance measurement and attribution, client and regulatory reporting, middle office, tool selection and deployment. 02 Compliance & RegulatoryGIPS · SFDR · DORA · FATCA Audits, remediation and lasting control frameworks to meet market, regulatory and US tax requirements. 03 TransformationPMO · VMO · Data · Systems Programme and vendor management, data mapping, migrations, fund and active ETF launches. R&D VB LabsAI · Quantum finance · ESG · Tokenisation Our applied research lab: proprietary tools and prototypes that support our engagements.

The asset management value chain, end to end.

From the back office to innovation, we work across every function of an asset manager. The performance, attribution, risk and reporting chain (PMAR), at the heart of cross-functional teams, is our historical speciality: this is where data from the whole organisation comes together.

  1. 01 Back office Valuation, fund administration, custodian relationship, service provider changes. Transformation
  2. 02 Middle office Corporate actions, order and settlement monitoring, reconciliations, service provider controls. Business & Operations · Transformation
  3. 03 Cross-functional Performance and attribution, risk, client and regulatory reporting, data and reference data (EDM), PMO and VMO. Business & Operations · Transformation Our historical speciality
  4. 04 Portfolio management Investment tools, portfolio construction, fund and active ETF launches. Transformation
  5. 05 Regulation GIPS, SFDR, DORA, PRIIPs, FATCA and US tax, periodic controls. Compliance & Regulatory
  6. 06 Innovation Applied AI, quantum finance, tokenisation, ESG weak signals. VB Labs

Emerging expertise

AI, quantum finance, active ETFs, tokenisation: our consultants and VB Labs work on the topics our clients are only beginning to explore.

Applied artificial intelligenceAutomated data controls and drafting support for portfolio commentary.VB Labs · Transformation
Quantum financeAsset price modelling inspired by quantum mechanics.VB Labs
Active ETFsLaunch management, service provider selection, coordination through to listing.Transformation
Fund tokenisationOperational and regulatory impacts of distributed ledgers.VB Labs
Operating procedures and internal controlProcedures, responsibility matrices, control plans.Business & Operations
DORA operational resilienceAudit, remediation, management of critical ICT providers.Compliance & Regulatory
Data and EDMData flow mapping and reference data governance.Transformation
US taxationFATCA, QI status, 1042 reporting and team outsourcing.Compliance & Regulatory

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