Peregrine Wealth – corporate website

Challenge

From the year 2000 when Citadel launched its first Guernsey-domiciled fund all the way up to the current year-to-date Peregrine wealth has created many additional products and funds for its clients.

Each fund has its own set of accumulated financial legacy data and documentation that may be requested anywhere and anytime by investors, fund managers and governing financial institutions.

Our challenge was to create a website where users could easily access specific fund data from any point in the fund’s life cycle. The system needed to be built around the most efficient workflow for fund managers and supporting staff to keep the funds data accurate and up to date. The system was also used to curate all the previous fund data from various inputs and allocate the necessary data within the custom framework specified by our client.

We meticulously

• Migrated all legacy data to the new scalable infrastructure from various inputs and sources.
• Enhanced the website UI/UX to be more efficient with fewer steps to achieve the desired outcome and provide an instant ROI.
• Provided ongoing data integrity to both new and existing funds that are updated daily by various individuals through one dynamic CMS.
• Optimised the journey that mobile users, desktop users and fund managers followed to gain access to specific data on a specific day, month or year.
• Added new quality-of-life improvements based on industry-best-practice and our personal business experiences.