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Digital transformation for wealth management

 digitalisation and technology enabled change
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Case Study

Case Study: Jersey Royal Consultation Project

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This Case Study describes a project undertaken in 2019 in conjunction with Adapt Consulting Company, working on behalf of Solitaire Consulting. “The autumn 2019 consultation on the Jersey Royal Industry has been a breath of fresh air with broad consultation, good cooperation and significant consensus. We need to keep-up this good work in 2020 and […]

Case Study: From Initiative Overload to Project Portfolio Management

Business people stood on puzzle pieces

This case study demonstrates the importance of having visibility and robust oversight of your entire portfolio of change.  It summarises an assignment I completed some time ago, but have repeated similar projects for many other businesses and achieved similar results. The Company The private wealth management arm of a well known global banking group, with offices […]

NEWS: Jobstream Group announces partnership with BDO Solutions in Mauritius

Over the last few months I have been working with one of my clients, Jobstream Group, to develop a partnership in Mauritius.  Jobstream Group are a UK based software company specialising in the offshore financial services sector, particularly trust administration and corporate services providers. I recognised an opportunity for Jobstream in Mauritius and over the last 6 months […]

What Could you do with a 40% Increase in Efficiency?

Arrows in the middle of a target

Solitaire Consulting is delighted to have been asked, once again, by Manx Business Solutions to speak at one of their technology seminars.  This time the event is being held at the Sefton Hotel, in the Isle of Man on Thursday 19th March 2015. Following their recent award for technology solutions that enabled clients achieve a 40% increase in […]

Case Study: Law Firm Preparing for High Growth

Photo of a set of scales and a gavel

The Client A law firm specialising in intellectual property within emerging markets.  They have a global client base of high profile bluechip companies.  The firm has approximately 400 staff with offices throughout Africa. The Problem Following some changes within the Senior Management Team, including the appointment of a new Managing Director and Chief Operating Officer, […]

Case Study: Business Process Review using Lamberhurst 4Sight

I’ve written up this case study to demonstrate the use of the Lamberhurst 4Sight process in conducting a business process review.  I used this very successfully during a recent overseas project.  It helped to provide focus for the stakeholders and qualitative evidence to back up the recommendations for change. The Company One of the largest […]

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