FTSE 100 Investment Manager
Driving platform integration and governance change at FTSE 100 scale.
When our client, a UK-based FTSE 100 global investment manager, acquired a wealth management platform, it faced a major challenge: integrating new systems, strengthening governance, and enhancing customer experience - all during the disruption of COVID-19. AheadMG provided the leadership and expertise to keep the programme on track and move forward with confidence.
Our client is a UK-based FTSE 100 global investment manager, serving retail, institutional, and wholesale customers. As one of the largest financial services providers on the London Stock Exchange, it combines scale with a strong commitment to sustainability, targeting net zero in operations by 2030 and across its investment portfolio by 2050. Back in 2022, the business acquired a wealth management platform to expand its digital and retail proposition. Unlocking the full value of this acquisition required a multi-year transformation to:
- Integrate the platform into core operations.
- Strengthen governance and security.
- Modernise customer and operational journeys.
With multiple vendors involved, programme costs expected to reach in the tens of millions, regulatory complexity, and delivery disrupted by COVID-19, the company turned to AheadMG for structured programme leadership and hands-on delivery expertise.
The Problem
The acquisition brought significant challenges:
- Integrating the new platform into existing operations without disrupting customer service.
- Managing multiple vendors and internal teams across a global organisation.
- Delivering major technology and governance upgrades during the COVID-19 pandemic when collaboration was remote.
- Ensuring the investment delivered strategic value to customers (this organisation serves over 5m people worldwide) and the business.
Project Snapshot
Company
FTSE 100 global Investment Manager
Headquarters
United Kingdom
Industry
Financial Services: Wealth & Asset Management
Project duration
3-4 years
Services provided
Programme management, business analysis, MI Development, governance transformation, vendor coordination.
Core tools used
Sonata, Azure, AutoRek, Jira, Confluence, SQL
Key results
- Successful integration of an acquired platform into existing operations
- Enhanced governance and security model delivered during COVID-19
- New digital front-end and back-office process automation implemented
- Strategic cost-effective delivery
Our Solution
AheadMG deployed a dedicated team of 13 project managers, business analysts, and technical specialists to lead the transformation. Working in partnership with client stakeholders and external vendors, the team:
- Oversaw an £80m+ multi-year integration and enhancement programme.
- Designed and implemented a new governance framework with strengthened security and compliance.
- Delivered modernised digital front ends, workflow automation, and upgraded back-office processes.
- Maintained delivery pace and alignment despite the challenges of remote working and organisational change.
The impact
AheadMG’s structured and experience-led approach enabled the client to successfully integrate its new platform, modernise its operations, and position its wealth management business for future growth, even through the most disruptive period in recent memory.
Results delivered:
- Platform integrated into core operations, strengthening the client’s wealth proposition.
- Governance and security significantly upgraded, ensuring regulatory and customer confidence.
- A ready-to-go programme delivery team was implemented within days and weeks – rather than the time and cost associated with full-time hires.
- Enhanced end-to-end customer journeys via new digital and workflow solutions.
- Delivered at a cost-effective rate compared to Big-4 consultancies.
”This was a monumental programme we are hugely proud of at AheadMG. Multiple workstreams, hugely complex integrations, and new territories - all achievable because of the strength of our combined teams.
Paul NooneDirector of Change Practice, AheadMG
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