Using Clearwater’s reporting to proactively support client investment reporting requirements

London & Capital (L&C)

London & Capital (L&C) is focused on preserving clients’ wealth and growing capital through tailored investment strategies utilizing diverse asset classes and their specialized knowledge of them. Two of L&C’s guiding principles are transparency and risk management.

• Headquarters London, United Kingdom
• Assets Under Management £1B
• Website https//www.londonandcapital.com/

With Clearwater, London & Capital has the ability to provide white labelled web-portal access to their end clients for daily ad hoc reporting and monthly investment fact sheets. The Clearwater solution helps to radically reduce the London & Capital investment team’s operational timelines.

• £1 billion in AUM
• 100+ end clients
• 100+ Clearwater accounts

Challenges

• Portfolio segregation without compromising quality
• Achieving timely and transparent views into data
• Consolidating multi-asset investment portfolios into a single platform

Results

• Proactive adaptation of regulatory changes
• Delighted end clients with full transparency into their investment accounting data via intuitive self-serve and white-labelled portal
• Substantial investment operational efficiency in fact sheet and pitch book presentations

“For our clients, there is a tremendous comfort in the fact that the person making the investment decision is not the one telling you what the portfolio is worth. Nothing is hidden, everything is available, and the client can look at any level of detail they want to at any time. I don’t see how you can achieve that without Clearwater.”

William Dalziel, Partner, London & Capital