Ulpian Data acquired in 2013 the business earlier founded in 2000 by Keith Wallace which itself had served clients back to the 1970s. Clients and assignments are a mix of direct and indirect, the latter through two pension trusteeship companies and a global law firm.
Current clients include pensions funds up to £3 billion, family trusts, national agencies, religious bodies and charities. Past long-term clients include two large endowed charities, 400 and 500 years old.