Wealth & Asset Management
Oliver Wyman's Wealth & Asset Management practice provides our clients with a deep understanding of – and broad expertise in – their diverse markets and products. Wealth & Asset Management’s core areas of activity include corporate strategy, development of product strategies in both traditional and alternative investments, internal organizational reviews and the set-up of successful distribution organizations.
Corporate Strategy in Wealth & Asset Management
Oliver Wyman defines our clients’ strategy to help position them for competitive advantage 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 their sales strategy, setting up an effective distribution organization and designing market offerings tailored to individual 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 or execute international expansion plans.
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 these products to market. We combine our knowledge of diverse investment products with our market expertise to enable our clients to serve their customers with tailored solutions.
Review of Internal Structures
We help our clients to increase their profitability and efficiency by analyzing the various dimensions of the organizational set-up. We review and redesign the full range of Wealth & Asset Management activities and also help restructure functions such as selection processes, provide portfolio management benchmarks and redesign distribution and sales organizations.
The close cooperation and expertise of our Risk Management practice allows us to examine a broad array of risk management considerations in our project work. We support our clients in setting up processes, infrastructure and an organizational framework to define the company’s 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
- Targeting the White Space
- The Future of Long-term Investing
- The Collapse of the Middle for Corporate Pension Providers in Europe
- Funny Money: The increasing irrelevance of pensions earnings
- Trust Me: I'm Your Private Banker