Case Study: London & Capital achieves transparent, scalable client reporting and time savings with Clearwater Analytics

London & Capital Reassuring Clients in a Volatile Marketplace

London & Capital is a UK-based investment boutique managing over $1 billion for insurance and institutional clients. Faced with post-2008 regulatory change, growing volatility, multinational custody and currency complexity, and a labor-intensive reporting process built on add-on systems and client-specific spreadsheets, the firm struggled to deliver timely, scalable, and auditable reporting without pulling portfolio managers away from investment decisions.

By adopting Clearwater’s web-based accounting, reconciliation and reporting platform, London & Capital gained multi-custodian and multi-currency integration, regulatory scalability (e.g., Solvency II), 24/7 transparent client access, and streamlined segregated-portfolio administration. The solution eliminated manual reconciliation, let portfolio managers focus on strategy, and enabled the firm to launch cell captives that attracted $135 million from 116 entities, diversifying revenue and improving client trust.

London & Capital

William Dalziel

Partner, London & Capital