Citi

Overview

Scottish Friendly Assurance established a business in 2006 to leverage its award winning back office and technical expertise, which now serves a number of key wrap providers. With the introduction of the FSA’s Retail Distribution Review this business is set to expand.

Citi’s Securities and Fund Services business (SFS) administers over $12.5 trillion in assets for investor clients that leverage Citi’s local expertise and global reach. This includes a suite of services for wealth managers delivered through its OpenWealth division.

Significance

Extends SFS capabilities in the EMEA Wealth Services market

Our Role

Acted as sole corporate finance advisor to Citi