Advised Citi on its acquisition of Scottish Friendly Group's wrap administration operation


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.


Extends SFS capabilities in the EMEA Wealth Services market

Our Role

Acted as sole corporate finance advisor to Citi

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