Wealth Manager
Investment Manager
Family Office
Swiss Asset Manager
Their Challenge:
A Swiss-based asset manager serving high-net-worth and ultra-high-net-worth investors was looking to expand its offering through a regulated fund structure. To broaden its distribution and attract a wider investor base, the firm aimed to establish a regulated investment fund in Ireland. However, setting up as a regulated manager required significant time, internal resources, and navigation of complex compliance requirements. The asset manager needed a solution that would allow it to stay focused on its core strengths: investment strategy and client distribution, while outsourcing the operational and regulatory burden.
Our Solution:
Russell Investments now manages the organisation’s governance, implementation, and regulatory responsibilities, enabling the asset manager to continue as the investment adviser and concentrate on strategy development and distribution. The partnership has paved the way for the successful launch of a second fund, designed to reach new investor segments and broaden the firm’s global appeal.
UK Discretionary Fund Manager
Their Challenge:
A UK-based discretionary fund manager, with offices across Europe, specialising in multi-asset portfolios, providing investment solutions to private clients, charities, and trusts, was looking to enhance its operational efficiency and risk management. As the client base grew, the existing processes became harder to scale. The firm needed a cost-effective way to streamline trade execution and portfolio management across multiple asset classes, without compromising investment control or increasing internal complexity. The challenge was to support growth while staying focused on what the firm does best — delivering tailored investment strategies to clients.
Our Solution:
Russell Investments managed the fund manager’s trade execution, portfolio rebalancing, and risk monitoring. This allowed the fund manager to retain full control over investment decisions while significantly improving execution efficiency and operational oversight. By leveraging Russell’s infrastructure and expertise, the firm was able to scale its offering, reduce internal strain, and maintain a high level of service for a growing client base.
Wealth Manager
Investment Manager
Family Office
UK Wealth Manager
Their Challenge:
A leading UK-based wealth manager overseeing more than £10 billion across a diversified multi-manager fund and MPS range had been managing parts of its alternatives fund internally. This involved a mix of external managers and direct execution via a custodian. While effective at a smaller scale, the model became increasingly difficult to maintain as the firm expanded into new funds and asset classes. To support this growth, the firm needed a more scalable solution that would enable broader fund and asset class coverage and improve the efficiency of execution and oversight.
Our Solution:
An implementation partnership has enabled the wealth manager to define the investment strategy (including position sizes, exposure limits, and constraints), while Russell Investments handles trade execution and ongoing monitoring within those parameters. This structure has allowed the wealth manager to retain strategic control while benefitting from Russell Investments’ global infrastructure and operational expertise.