Wealth & Asset Management Consulting

Wealth & Asset Management

Manage client demands and increasing complexity

Learn more

The comfortable days of steady margins and predictable growth in the Wealth & Asset Management industry are over. Regulators demand more, competitors move faster, and your clients expect digital experiences that most firms are not able to deliver.

Client expectations keep evolving, and their demands for transparency and digital solutions now exceed what the industry can deliver. The firms that thrive focus relentlessly on maintaining strong relationships between asset owners, managers, and administrators, as it is essential for mitigating third-party risks and safeguarding client interests.

You know your strengths. The challenge lies in delivering on these strengths while building the digital infrastructure that your clients actually want, rather than implementing the easiest solution.

We understand the unique pressures you face. Our expertise is rooted in the specific challenges of wealth and asset management, from navigating the complexities of multi-asset class portfolios to ensuring compliance with evolving regulations like DORA, Consumer Duty, and third-party risk management.

Our consulting services

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

Customer experience

Customers’ expectations have never been higher. Every interaction shapes their perception of your brand and directly impacts your revenue. Today’s investors expect a seamless, personalized digital experience.

We work with you to transform customer experience into a strategic advantage. Our proven approach addresses the critical business challenges you face: declining loyalty, increasing acquisition costs, and growing regulatory pressures.

Purpose and customer strategy: Define your strategic role in customers’ lives and allocate resources to achieve measurable outcomes that drive business growth.
Customer experience design: Build consistent, end-to-end journeys that turn every touchpoint into a competitive differentiator for your organization.
Operations: Streamline processes to exceed customer expectations while reducing operational costs and complexity.
People & culture: Engage your teams to deliver experiences that create lasting customer relationships and reduce churn.
Measurement: Track the metrics that matter: customer lifetime value, retention rates, and satisfaction scores that correlate directly with financial performance.
Return on investment: Establish clear business cases for customer experience initiatives, prioritize high-impact improvements, and implement tracking systems that demonstrate ROI.

Product revenue growth

Your product portfolio directly determines your market position and profitability. You need products that meet evolving client demands while maximizing operational efficiency and regulatory compliance.

We help you optimize every aspect of your product lifecycle. From initial design to market distribution. Our expertise ensures your products generate sustainable revenue growth while meeting strict regulatory standards.

Product design and launch: Develop market-ready products and execute go-to-market strategies that capture opportunities and drive immediate revenue impact.
Product Rationalization: Analyze product profitability, streamline portfolios through strategic mergers or closures, and navigate complex regulatory processes efficiently.
Distribution: Build multi-channel distribution strategies that expand market reach while reducing costs and improving customer access to your products.
Regulation: Maintain compliance with evolving regulatory requirements for product marketing and sales, minimizing risk while maximizing market opportunities.

Digital transformation

In wealth and asset management, your competitive advantage depends on how effectively you use data and technology. Companies that embrace digital transformation consistently outperform the market.

We guide you through digital transformation that delivers measurable results. Our approach turns your data into strategic assets while strengthening operations and customer relationships.

Data analytics and business intelligence: Convert raw data into actionable insights that drive strategic decisions and identify new revenue opportunities.
Technology strategy and implementation: Select and deploy technologies that align with your business objectives while delivering strong return on investment.
Automation and process optimization: Eliminate manual inefficiencies in workflows like trading, settlement and compliance checks to reduce operational costs.
Cybersecurity and data privacy: Protect your organization’s most valuable assets while maintaining customer trust and regulatory compliance.

Operational, technical and data excellence

Your business faces constant pressure and needs to adapt. Changing market expectations and evolving customer demands require operational agility that keeps pace with industry shifts. That’s why you need solutions that work in practice, not just in theory.

We deliver pragmatic operational excellence that addresses your specific challenges. Our approach resolves complex operational, technology, and data issues while positioning you for sustained competitive advantage.

Operating model design: Assess your current capabilities against strategic goals and design future-state operations that accelerate success while managing implementation risks.
Process optimization and automation: Eliminate workflow bottlenecks and reduce manual effort to improve speed and accuracy across your operations, from risk to client reporting.
Cost reduction and efficiency improvement: Identify immediate cost-saving opportunities and implement operational improvements that boost your bottom line.
Sourcing strategy and implementation: Develop comprehensive sourcing strategies, manage supplier selection, and execute end-to-end deals that deliver value. We’ve supported some of the industry’s largest transformational agreements.
Legacy system decommissioning and modernization: Migrate to modern platforms that reduce IT complexity while improving performance and reducing ongoing costs.
Data strategy and implementation: Maximize the value of your data assets through strategic infrastructure changes and partnerships with leading platforms like Snowflake and Informatica.

Change enablement

Change initiatives fail more often than they succeed. You need transformation programs that deliver measurable results and lasting impact instead of just temporary fixes.

We help you build change capabilities that work. Our end-to-end approach ensures your investments in transformation generate maximum return while minimizing disruption to your business.

Optimizing change effectiveness: Enhance your organizational structure and equip your teams with proven tools to execute change more efficiently and effectively.
Transforming your delivery capability: Design, mobilize, and manage business-critical transformation programs that achieve strategic objectives on time and within budget.
Providing program assurance: Identify why underperforming projects are struggling and implement targeted solutions that get them back on track.
Program and project delivery: Supplement your existing capabilities with experienced program managers and business analysts who deliver complex transformations successfully.

Regulation

Regulatory complexity continues to accelerate across every industry. New requirements emerge constantly, and compliance failures carry significant financial and reputational risks that can impact your business for years.

We help you stay ahead of regulatory changes while maintaining operational efficiency. Our comprehensive approach transforms compliance from a cost center into a competitive advantage.

Regulatory impact assessments: Analyze how new regulations affect your customers, operations, and business model, then develop implementation plans that ensure smooth transitions.
Current state assessments: Use proven frameworks and maturity models to build robust compliance systems that adapt to future regulatory changes.
Programme delivery: Rely on our operational and technology expertise to design and implement regulatory changes safely and on schedule. We’ve successfully delivered DORA, OCiR, Consumer Duty, third-party regulations, and GDPR implementations.

Integration and separation

Most mergers and acquisitions fail to deliver expected value. The difference between success and failure often comes down to execution quality during the critical integration phase.

We ensure your transactions achieve their strategic and financial objectives. Our proven approach minimizes integration risks while accelerating value realization from day one.

Due diligence and integration planning: Assess target organizations thoroughly and develop comprehensive integration roadmaps that identify value drivers and potential obstacles.
Operating model design and implementation: Align business strategies and design operating models that optimize the combined entity’s performance and market position.
Change management and communication: Manage cultural integration effectively while maintaining clear, consistent communication with all stakeholders throughout the transition.
Post-merger integration and value realization: Execute seamless integrations that preserve business momentum while capturing synergies and maximizing transaction value.