Six disciplines

What Caelion delivers

Six investment technology disciplines — each scoped against defined outcomes, each led by a senior practitioner with direct accountability to the client.

Every engagement is led directly by a senior practitioner — no account management layer, no juniors doing the billable work. The six disciplines below reflect where family offices and specialist asset managers face the most consequential operational and technology challenges.

View case studies for each discipline

AI Project Delivery

Structured programme management for AI adoption in investment environments — use-case definition, vendor assessment, data governance frameworks, and controlled rollout. Built on active engagement delivering AI tools within a live family office.

Active delivery · Current engagement

Data Management

Data ownership, golden source identification, end-to-end data flow documentation, and the validation controls that make reporting auditable. Structured for Investment Committees who need evidence, not spreadsheets.

Delivered at a sovereign wealth fund · Tier 1 fixed income manager

OMS, Guideline Management & EMS

Platform selection, compliance rule design, trading workflow integration, and full implementation lifecycle management. Covers Charles River IMS, SimCorp Dimension, Aladdin, and EMS platforms across fixed income, equities, and derivatives.

Greenfield delivery at a sovereign wealth fund · Multiple Tier 1 implementations

Investment Risk

Risk analytics platform design and delivery, consolidated risk visibility across instruments, and Investment Committee-grade reporting. Built where inaccurate risk information has immediate investment and regulatory consequences.

Tier 1 fixed income manager · Sovereign wealth fund mandate

Client Reporting

Reporting frameworks structured around the decisions principals, trustees, and Investment Committees need to make — not the data the systems can produce. Covers IC packs, board reporting, and management information.

Redesigned IC reporting for a family office · Tier 1 asset manager experience

Disaster & Continuity Planning

Tested continuity capability for front-office investment functions — trade execution, fund management, and compliance during severe disruption. FCA PS21/3 experience. Built for the investment floor, not filed as a document.

FCA PS21/3 compliance delivered · Tier 1 fixed income manager

Not sure which service fits your situation?

A thirty-minute conversation is enough to establish fit and identify which discipline — or combination — is most relevant to where your family office is right now.

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