Asset and wealth managers
Firms working across equities, fixed income, multi-asset strategies and alternatives, where platforms and data are core operational dependencies.
WHO WE WORK WITH
Built for
your world.
Asset and wealth management technology carries a particular kind of complexity. It deserves a team that understands it.
The wider buy-side
Hedge funds, pension funds, sovereign wealth funds, family offices, private equity and venture capital firms, and insurance investment teams facing similar technology challenges.
Accountable leaders
CTOs, COOs, CIOs and technology or operations heads who need a clear view of progress, operational impact and readiness.
Teams doing the work
Program managers, test managers, data leads, traders and portfolio managers who need practical specialist capability alongside them.
WHEN YOU NEED MORE ASSURANCE
The right support.
At the right moment.
Clients come to Velocity for major implementations, upgrades and migrations when internal capacity, program governance or vendor support cannot provide enough delivery assurance. Sometimes we join early to establish the testing foundation; sometimes we enter a pressured program where go-live readiness is uncertain.
We work directly with portfolio managers, traders, operations leads, risk and compliance teams, as well as program managers, test managers, data leads and implementation teams. The aim is to give overstretched specialists the practical capacity they need, while keeping CTOs, COOs, CIOs and technology or operations leaders informed.
Our client base spans investment management, asset management, wealth management, hedge funds and alternative investments. Portfolio and order management, risk and compliance engines, and data and reporting architecture are core operational dependencies in these environments.
YOUR NEXT CHAPTER
What needs to
move forward?
Tell us what’s changing, where the uncertainty sits,
and what your team needs to achieve.