Sondent's Consulting Services

Sondent specializes in providing consulting services that are focused on asset management, fund administration, and wealth management. Our experience includes work with global custodians, fund administrators, broker-dealers, mutual funds, investment advisors and their technology firms. Our work has included assignments in the US, Europe and Asia; we maintain a network of knowledgeable consultants and local partners. We specialize in these areas:

 

Professional Services: We have extensive experience of providing Professional Services in Asia, and particularly China. Our work has included projects relating to custody/insurance/fund administration. Our focus has included business and market-entry strategy, buy-side operational efficiency studies, technology project implementations and reviews.

Asset Management Asia, Special Projects: We can provide assistance with: Specific market research throughout Asia including opportunity and distribution assessments; vehicle setup in conjunction with local partner law firm; due-diligence review relating to local partnership foundation; ongoing local represnetative assistance with service quality/contract reviews.

Operational design, benchmarking and workflow efficiency: A central part of our domain expertise, we specialize in documenting and identifying efficiency improvements in securities operations, including risk identification, controls, dashboard implementations, and construction of resource capacity plans. >more, 中文  Please see >here For information on our affiliate's BPM technology.

Benchmarking operations and foreign exchange transactions: We offer an analytical benchmarking service that takes periodic data feeds such as foreign exchange transactions and assesses your costs against market norms & peers. Our services also include RFP construction and evaluation. >more, 中文

Fund and Custodian system consulting for banks: Sondent partners with Sectech, a well-known provider of custody system solutions to market their technology in Asia. The 'Custody 2000' application is a modern, three-tier application, with the comprehensive functionality required by local custodians and regional custodian banks. >more, 中文

Market and product research: We can source and provide market and competitive research on a range of country-specific or product-specific topics in the securities industry. Through association with a number of research companies we can work with you to determine your exact needs. We have completed several studies related to market entry in China. >more

Contact: HK: +852 8120 5325        USA: +1 203 987 5505        info@sondent.com

 

 

Our Partners

Operational Benchmarking:
Amaces
Analytical Reports:
Datamonitor
Custodian Technology:
Sectech
Funds Technology:
Hanover