Wealth & Asset Management
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 Core Competencies for the Wealth & Asset Management Sector
Explore the key areas where our WAM team, composed of ex-industry professionals and certified consultants, helps clients thrive:
- 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.
Our latest impact
Explore our latest thoughts and insights and discover our clients’ most recent success stories.
