Case Study: Hywin Wealth saves costs and improves efficiency with SteelEye

Hywin Wealth Saves Cost and Improves Efficiencies With Steeleye

Hywin Wealth LLP, a London-based wealth management firm, needed a cost-effective way to meet MiFID II transaction reporting obligations without building and managing a new in-house compliance function. With SteelEye’s Data Platform and transaction reporting services, they also wanted to handle complex multi-custodian data while keeping oversight in-house.

SteelEye provided regulatory support, data mapping and ingestion tools, and a user-friendly platform that later expanded to include surveillance, record keeping, trade reconstruction, communications ingestion, and best execution. As a result, Hywin Wealth LLP saved costs, improved efficiency, gained better insight into trading and compliance, and avoided adding headcount or upgrading software even as client and transaction volumes grew.

Hywin Wealth LLP

Steven Graves

Chief Operating Officer