Asset manager Oakmount Capital achieves FCA authorisation with the support of Lanware and Finance Forward 365

Client snapshot

  • Boutique long-only asset manager established in 2022
  • Committed to a single buy-and-hold investment strategy
  • Focuses on helping investors preserve and grow their capital long-term

Background

Oakmount Capital was looking for an IT partner who would understand its industry-specific business needs, whilst also providing a secure and cost-effective IT solution. Oakmount Capital’s day-to-day requirements were not overly complex, but there were still challenges to address including managing security risks, adhering to regulatory demands and meeting the high expectations of institutional investors.

Solution

Oakmount Capital partnered with financial services specialists Lanware and onboarded its award-winning Finance Forward 365 cloud solution providing a cost-effective managed service designed specifically for financial services firms. Implemented in under eight weeks, the business now benefits from end-user support, modern workplace technology, unified communications, Microsoft public cloud infrastructure and cyber security. Its users also have secure access across all devices and are supported by Lanware’s Service Desk 24/7 as well as its SOC to monitor cyber risks.

“Lanware has demonstrated its skills and experience throughout the relationship, from pre-contract exploratory conversations, through implementation and onboarding, to ongoing support. We have been well looked after and provided with a white-glove service. Conversations with Lanware have felt personal, so a strong relationship has developed, built on trust, at this dynamic stage of our business.”

Tom Wilkins

COO, Oakmount Capital

Highlights

  • Improved FCA authorisation process by using financial services specialist IT MSP
  • Finance Forward 365 pure cloud solution means rapid time to implement
  • Microsoft Teams allows effective and secure staff collaboration
  • White-glove service gives fast, friendly and tailored help
  • 24 Hour Help Desk and Security Operation Centre as standard
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