JTC Group

Global leader in fund administration and private client services. Offices in 25+ jurisdictions.

PureFunds PureClient Fund Administration

Headline results

Brought fund administration in-house

Created a scalable operating model

Built a platform for continued growth

Client Profile

JTC is a global leader in wealth management and private client services, providing customized solutions to affluent families and sophisticated investors. With offices in over 25 jurisdictions, JTC offers a comprehensive range of services, including investment management, trustee services, and family office solutions.

The challenge

“In 2017 we were approached by a prospect who wanted us to provide full service to a suite of authorised funds.
Our approach was to partner with a third party who would deliver that service. So we outsourced that function to a third party and the delivery of service was super poor,” explains a JTC representative. “Hence we started to try and find a platform that we could utilise to bring that service in-house and deliver it.”

Outsourcing failure

Third party fund admin delivery was poor, prompting JTC to bring services in-house

Scalability demands

Rapid business growth needed a platform that could handle increasing volumes and
complexity

Regulatory landscape

Evolving compliance requirements demanded an adaptable solution

Global footprint

Seamless service across 25+ jurisdictions required robust capabilities and local expertise

The Solution

In-house fund administration platform

PureFunds gave JTC the flexibility and scalability to manage fund operations in-house with customisable workflows and automation

PureFunds

Client data management & CDD

PureClient provided a cohesive data repository for client and entity data with reliable CDD document management

PureClient

Collaborative implementation & ongoing development

Puritas worked as an extension of JTC’s team — adapting both platformss to specific needs and continously evolving

Products used

PureFunds

Transfer agency and dealing platform

PureClient

Client data and CDD platform

The results

Increased straight-through processing achieved

In-house capability established

Scalability for growing volumes

JTC and Puritas continue to innovate, exploring emerging technologies like AI and machine learning to further automate processes and elevate the client experience. Their strong partnership is positioned to drive JTC’s success in the ever-evolving fund administration landscape. This case study showcases the power of the Puritas partnership.

By combining their robust technology with dedicated support and an ongoing commitment to collaboration, Puritas empowered JTC to overcome their challenges to achieve operational excellence and deliver exceptional value to their clients.

Accreditations
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Members of
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What the client said…

“Part of the great relationship with Puritas is very, very close. They’re almost an extension of our JTC team. Very collaborative, very open to ideas, but also willing to give their ideas back in case we hadn’t thought of something which they might think is key, which has been superb so far because it’s meant when we have implemented new tasks, new processes, they meet the requirements that not only that we need, but they also work from a day-to-day perspective for the staff. They listen, they understand, they work with us, they’re always available, they’re attentive, so it’s a really strong and powerful partnership that we have and I’m sure there’s more to come.”

Will Cameron, Managing Director, Fund and Corporate Services

JTC case study video — Will Cameron, Adam Jeffries and Martin Palacio discuss their partnership with Puritas.

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