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5th June 2023

Hawksmoor Investment Management signs up for BITA Risk enhanced portfolio monitoring

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London, 5th June 2023 – BITA Risk, part of corfinancial, announces that specialist investment and fund management business, Hawksmoor Investment Management, has signed up for BITA Risk’s enhanced portfolio monitoring solution – BITA Wealth.

BITA Wealth delivers the analysis, data and management intelligence required to help towards delivering the requirements of the FCA’s newly introduced Consumer Duty, spotting foreseeable harm exceptions, accelerating their remediation and providing robust governance arrangements that provide and evidence good customer outcomes.

Hawksmoor’s CEO, Sarah Soar, commented: “We selected BITA Wealth after an extensive RFP process due to its reputation in delivering consistent client outcomes. The platform gives us enterprise oversight and control – enabling us to efficiently manage the risks of portfolio drift. The software will further empower our advisors with intuitive, relevant portfolio analytics that facilitate freedom within an established investment framework. In a nutshell, BITA Wealth will help us scale and manage our business as we continue with our acquisition strategy and bring other investment management firms into the Hawksmoor stable.”

“Our software will help ensure a consistent approach to oversight across Hawksmoor’s diverse range of investment managers. BITA Wealth will also support the implementation of Hawksmoor’s overarching investment strategy and further solidify their excellent risk management processes,” commented Daryl Roxburgh, President and Global Head, BITA Risk. “Underpinned by full exception management and approval processes, we help firms grow through demonstrable risk management, improved client retention, better M&A impact analysis, and protection against reputational risks.”

Hawksmoor Investment Management is a highly acquisitive wealth management firm, specialising in providing high quality discretionary management services for private clients including trusts, pension schemes and charities.



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