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Sovereign is a leading independent provider of corporate, private client, and retirement planning services managing over 20,000 structures for companies, entrepreneurs, private investors, and high-net-worth individuals (HNWIs).
With assets under administration exceeding £20 billion and a history spanning several decades, Sovereign has continually adapted to meet the evolving demands of its international clientele. The largest challenge in that time? Being ready to evolve to meet changing client needs. As the business grew, the senior leadership team became increasingly aware that it needed to consolidate the disparate systems across its offices, which were leading to inefficiencies, data discrepancies, increased operational complexity, and challenges in maintaining compliance across different regulatory environments.
"We are heavily reliant on Quantios. It is our number one piece of software and it’s key for what we want to achieve as a business."
Gerry Kelly, CEO Sovereign Group
Decades of Partnership: Evolving with Quantios
Sovereign’s journey with Quantios, formerly known as Viewpoint, began 22 years ago when Sovereign adopted Quantios’ basic company secretarial package. Since then, more than 10 new offices
have been opened in jurisdictions such as Singapore, Guernsey and big expansion into the Middle East as well as dedicated operations for specialist sectors such as marine services. The business has grown to over 550 highly-qualified and experienced lawyers, accountants, pension technicians, administrators, managers and tax advisers across its global network of 21 offices. It now does business without borders.
Over the years, Quantios has evolved to meet Sovereign’s expanding needs. Sovereign and Quantios decided that a unified system would enhance operational efficiency and secure data management across global offices with an enterprise cloud solution.
“Quantios was able to meet our needs for operational consistency, centralisation and efficiency, as well as enhancing regulatory compliance and improving data security,” reflects Gerry Kelly, CEO of Sovereign.