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私たちの仕事

Our wealth and asset management specialists work with wealth managers, private banks, asset managers, and asset owners in helping them achieve their ambitions. We achieve impact based on broad industry insights and deep technical expertise.

CORPORATE STRATEGY

We help clients adopt strategies that position them for success in markets and client segments offering growth potential. We define investment and divestment strategies, provide support during merger-and-acquisition activities, lead due-diligence processes, and assist with post-merger integrations.

CUSTOMERS AND DISTRIBUTION

Routed in deep client analytics (also leveraging insights from our partner Cognism), we help our clients to define sales strategies, improve Relationship Manager effectiveness and build the tools to measure success.

PRODUCT STRATEGY

We assist clients in developing and adjusting product strategies for traditional and alternative investments, optimizing client offerings, and helping them bring new products to market.

PROFITABILITY

We help clients increase profitability and efficiency based on industry benchmarks and our tested value levers.

RISK MANAGEMENT AND REGULATION

Working with our Finance and Risk practice, we help our clients to understand the strategic implications of regulatory developments, help them define their risk appetite and ensure they have the policies and processes in place to effectively manage the business.

DIGITAL, TECHNOLOGY, ANALYTICS

We help clients build analytics to achieve deeper business and customer insights. We support our clients in reviewing their setup in IT and operations and help them transform towards their target state.
 

私たちの知見

Asset Management Trends 2021

詳細はこちら
Beyond the Bounce-Back

Beyond the Bounce-Back

Asset Management Report 2020 with Morgan Stanley

詳細はこちら
After the storm

After the storm

Wealth Management Report 2020 with Morgan Stanley

Global Wealth Management Report

詳細はこちら

Wealth Management - 10 Ideas for 2021

詳細はこちら
 

グローバルチーム紹介