Speirs & Jeffrey is one of the UK’s leading investment management firms, offering their clients a thorough, traditional and highly personal investment management service. They manage portfolios for individuals, families, trusts, pension funds and institutions, servicing clients in 63 countries globally. Their success as a business is entirely dependent on how well they service those clients. Given this customer-centric approach that has made Speirs & Jeffrey a leader in its market, OFS eXimius Portfolio Manager is an absolutely crucial component of their front-office process. With the onset of more stringent regulation, knowing your customer, the need for checking suitability and facilitating easy review were paramount selection criteria. Consistency of investment reporting and the ability to identify exceptions quickly allows Speirs & Jeffrey to manage risk and return more effectively and efficiently.