Soundsolve advisory, executive management and project implementation services.

EXPERTISE

Skills and experience in all enabling and supporting functions across the financial services value chain

SERVICES

Advisory

Clients appoint us in an advisory capacity to enable and improve strategic and tactical business decision making

SIGNIFICANT CLIENT ENGAGEMENTS

  • Advised a large short-term insurer on the feasibility of inorganic growth strategies

  • Conducted an end-to-end strategic review of a boutique asset manager business

  • Assisted a large institutional investment platform to define and implement strategic objectives

  • Advised a small financial services provider on operational process improvement, investment management, governance and strategy

  • Identified and implemented enhancement steps for a large retirement fund administrator

  • Advised a large financial market infrastructure provider on growth strategy options to adjacent products

  • Considered target markets, vertical integration options and distribution channels for a retail investment platform (LISP)

  • Facilitation and conducting of category I and II financial service provider due diligences

  • Advised a local asset manager on establishing global asset management capabilities domiciled in Mauritius

  • Consulted to a specialised infrastructure investment management firm on fund structure design and the appropriateness of various vehicles such as equity, debt, en-commandite partnerships, and variable rate debentures companies

  • Advised a boutique asset manager on strategic M&A options

  • Concluded a strategic review for a boutique asset manager across people, process and systems

  • Completed a review project of a large asset manager’s organisational design, operating model and key operating procedures and advised the client on enhancement recommendations

  • Reviewed the strategy and operating model of a indexation manager and made improvement recommendations

  • Advised a large international investment administrator on the South African financial services landscape and expansion opportunities

  • Advising a boutique asset management on value chain expansion and M&A targets

Executive Management

We solve our clients’ skill and capacity challenges by introducing our highly skilled and experienced executive level resources on an interim basis

SIGNIFICANT CLIENT ENGAGEMENTS

  • Provided interim executive management services to a mid-sized wealth and employee benefits provider through a major transition and implemented a new growth strategy

  • Assisted a large institutional investment platform with operational support and process improvement

  • Reviewed the operating model of an investment administrator and assisted with service level improvement

  • Supported a large institutional investment manager with operations, automation initiatives and client onboarding

  • Lead a strategic review of an asset manager’s institutional distribution operating model

  • Overseeing post acquisition integration of an employee benefits administrator by another

  • Providing executive management services to a short-term insurance brokerage involving overall oversight and accountability, restructuring, and strategy formalization and implementation

Project Implementation

Programme and project design, governance assurance, oversight, management and implementation services

SIGNIFICANT CLIENT ENGAGEMENTS

  • Design and management of a technology modernisation and migration programme for a large life insurer

  • Assisted a unit trust management company to review and improve its MDD, AML, FICA and certain operational processes

  • Providing project management support to a large asset manager’s re-platforming programme

OUR TEAM

Skills and experience in all enabling and supporting functions across the financial services value chain

 

Steve Price

Soundsolve Co-founder and Principal, CFA

Steve has served on many boards, lead large teams across investments, employee benefits, operations, digital, IT and modernisation. Steve’s broad knowledge of all non-banking financial services, strong people skills, excellent communication skills and multiple qualifications across investments and general executive management allow him to deliver deep insight and value to clients.

Prior to founding Soundsolve, Steve held top positions at Alexander Forbes during his 17 year tenure, including Group Chief Operating Officer, as well as divisional Chief Operating Officer and Chief Investment Officer.
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Brink Vermaak

Soundsolve Co-founder and Principal, MCom

Brink has served in multiple complementary roles within the investment management and employee benefits environment, providing him with a range of invaluable skills and experience. Brink’s general knowledge and in-depth understanding enable him to make meaningful contributions to our partners.

Prior to founding Soundsolve, Brink held senior positions at Alexander Forbes during his 9 year tenure, including Executive: Group Operations and Technology and Head: Market, Economic and Quantitative Research.
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Andrew Harris

Independent Consultant, BCom

Andrew has 22 years of investment operations and administration experience. Andrew is an end-to-end investment portfolio and administration expert, fulfilling various senior administrative and operational roles where he gained invaluable expertise and experience within the detailed operational environment of asset management.

Prior to Soundsolve, Andrew worked as Chief Operating Officer at Ashburton and Operations Executive at Alexander Forbes.
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Esti Smal

Senior Consultant, Post Graduate

Esti has 13 years of combined investment operations project, technology, administration and general management experience. And a previous 7 years of business systems delivery in the Telco industry. As an experienced leader of various teams, projects and strategic initiatives, her expertise lies in a field of business delivery and technology strategy enablement through aligned planning and execution. She’s been involved in various system development and implementations for investments businesses, upgrades and implementations of various member admin platforms, migrations and reporting.

Prior to Soundsolve, Esti held senior positions at Alexander Forbes including Head: Project Management Office and divisional Head: IT.
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