Wealth & Asset Management

Wealth & Asset Management Consulting

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The Wealth & Asset Management industry, traditionally marked by steady growth with low capital intensity, now faces mounting pressures from tightening regulations, increasing competition, shrinking margins, and global economic uncertainty. Wavestone’s Wealth & Asset Management (WAM) team works alongside clients to tackle these challenges.

Client expectations are evolving, with demands for transparency and digital solutions exceeding the industry’s current capabilities. Maintaining strong relationships between asset owners, managers, and administrators is crucial to mitigating third-party risks. Firms must focus on their strengths to deliver value and safeguard client needs.

Our consulting services

How we support your business goals with Wealth & Asset Management Consulting

Product revenue growth

Launching and refining strategies while adapting operating models to client, regulatory, and technology demands.

Regulation

Delivering projects to ensure compliance and exceed industry standards.

Client experiences

Shaping service models around client-centric experiences while meeting regulatory requirements.

Digital transformation

Converting data into actionable insights for firms and clients.

Operational overhaul

Transforming middle and back-office operations, outsourcing, and managing legacy system decommissioning.

Integration and separation

Supporting mergers, acquisitions, and consolidations with aligned business strategies and tailored operating models.

Talk to your local expert!

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EMEA

North America

APAC

Our latest client story

How we made a difference

All client stories

Client Story

Banking · Sourcing & Services Optimization

BNP Paribas rethinks its businesses and moves towards platform models

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Our expert team for Wealth & Asset Management Consulting

Connect with industry leaders

Raimondo Costa

Partner, Switzerland

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Ed Wells

Managing Director, UK

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David Laird

Partner, UK

LinkedIn

Our latest insights

Explore perspectives from our experts

Insight

customer-experience-insight-paper

Insurance · Operating Model & Agility

How To Succeed In Your Quest For Customer Centricity

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Insight

CIO & CTO Advisory

Choose Wisely from the 7 Rs of Cloud Migration Success – or Pay Dearly Later

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Insight

Banking · Organization & Change

Sustainable Banking Practices in the EU: Shaping the Future of Finance

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Explore our cross-sector expertise

Where technical know-how meets industry insights

Capabilities

Data & AI

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Capabilities

SAP Consulting

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Capabilities

Software & Application Development & Integration

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Contact your local expert

Choose your region to speak with the experts in your area.