A technology partnership to safeguard wealth

Client snapshot

  • CGAM safeguards people’s wealth
  • Focuses exclusively on the performance of a small range of differentiated funds
  • Started in 2000

Background

CGAM had been sharing the IT platform of the firm that provided CGAM its office space and was relying on them for support. But with a growing business, additional assets under management as well as a potential office move on the horizon, CGAM needed an independent IT service that was better tailored to its needs.

What we did

CGAM chose InData’s OMS software and its preferred technology partner in the UK, Lanware, to deploy a cloud service that would cover CGAM’s total technology needs.

Lanware delivered a cloud-based Citrix Virtual Desktop solution that was fully flexible to allow staff to work from anywhere. The cloud desktop environment hosted by Lanware includes a suite of software – MS Office, an email platform, as well as access to Bloomberg for CGAM’s dealing processes. The InData OMS is used for trade order management and portfolio information.

CGAM now has a truly mobile office environment that has provided the firm with scalability and the ability to expand its operations without increasing manpower.

That is what outsourcing our technology to Lanware is all about, it allows us to get on and do what the business is intended to do; safeguarding investors’ money by concentrating on what we do best – investment management. We outsource virtually everything that is non-core. IT is just another element that we don’t want to worry about, we don’t have the expertise and we take comfort in the fact that Lanware is managing our IT on our behalf in the best possible manner.

Richard Goody

Director of Risk and Compliance, CGAM

Highlights

  • Confidence in IT for compliance obligations
  • A robust technology platform that is aligned to business processes
  • Stands up to due diligence from investors
  • Truly mobile office environment
  • Protected by disaster recovery contingency

Our services

Our 4 pillars for a complete choice of outsourced IT services - all tailored to the needs of the financial services sector.

Finance Forward 365

Microsoft modern workplace & cloud technology for digital transformation.

Compliant Teams

Increased productivity & collaboration with call recording whilst reducing costs.

Cyber Security

Keep your data secured against rapidly changing threats within Financial Services.

Personal Service

A responsive, high-touch service desk tailored to the needs of financial services.

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