OW Industry: Financial Services

Wealth & Asset Management

Oliver Wyman’s team of wealth and asset management specialists work with clients, including leading private banks, asset managers, and asset owners, to define corporate strategy, build distribution capabilities, develop investment processes, reduce compliance risks, and increase organizational effectiveness.

Corporate Strategy

We help our clients to adopt a strategy that positions them for success in a rapidly moving market. We identify business areas with growth potential, define investment or disinvestment strategies, provide support during merger-and-acquisition activities, lead due-diligence processes, and assist with post-merger integrations.

Customers & Distribution

We guide our clients in creating sales strategy, setting up an effective distribution organization, and designing market offerings tailored to specific customer groups. Our global team of local and international experts not only provides insights into markets but also helps define appropriate strategies for different markets, identify new markets, and execute international expansion plans.

Product Strategy

We support our clients in developing and adjusting product strategies for both traditional and alternative investments. This includes reviewing and optimizing product portfolios, developing innovative new products, and quickly bringing products to market. Clients depend on our knowledge of diverse investment products and our market expertise to serve their customers tailored solutions.

Review of Internal Structures

We help our clients to increase their profitability and efficiency by analyzing the various dimensions of their organizational structure. We review and redesign the full range of wealth and asset management activities and help to restructure functions such as selection processes, to provide portfolio management benchmarks, and to redesign distribution and sales organizations.

Risk Management

The close cooperation and expertise of our Risk Management Practice allows us to examine a broad array of risk-related considerations in our project work. We support our clients in setting up processes, infrastructure, and an organizational framework to define their risk appetite and then measure and steer their risk profile.

Key Areas of Insight

  • Business growth strategy
  • Investment process review and redesign
  • Product and solutions innovation
  • Distribution strategy
  • Customer retention and wholesaling
  • Risk management
  • Operating structure
  • Cost efficiency and vendor sourcing

Wealth & Asset Management Insights