// . //  Financial Services // Wealth And Asset Management
 

What We Do

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.
 

What We Think

Time To Evolve

Time To Evolve

In our 2022 edition with Morgan Stanley, we discuss investment priorities for wealth and asset managers to successfully evolve to Wealth Management 3.0.

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Ten Trends For

Ten Trends For

We have set out 10 trends wealth managers need to be aware of to stay on the front foot and position themselves for continued success in 2023.

Wealth Management In 2023

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Asset Management Trends 2023

Asset Management Trends 2023

What's next for the asset management industry? Our annual 10 predictions feature a look ahead at 2023.

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Wealth Management

The market for retail wealth management is undergoing a profound change.

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Delivering On Goals-Based Wealth Management

Delivering On Goals-Based Wealth Management

A Client First agile approach to experience design and solution development can help wealth managers deliver on the promise of Goals-based wealth management.

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Who We Are