What We Do
We help wealth managers and private equity clients achieve outsized impact through a combination of deep industry experience, proprietary assets, and frontier thought leadership.
Corporate and business strategy
Rooted in our deep industry expertise and expanded by proprietary assets, we help our clients address the right trends, focus on the right clients, and develop the right capabilities to win in the most attractive wealth markets.
Value proposition design and delivery
We help wealth managers achieve greater success with their clients by bringing a proven, client-centric design mindset, with an expansive view of opportunity and a frontier perspective on the future of the industry.
Operating model design and implementation
In close collaboration with our Operations and Digital Practice, we help wealth managers evolve their operations to achieve greater levels of efficiency and expand their bottom-line.
We leverage the interconnectedness of our pricing, cost management, performance analysis, and analytics expertise to help wealth managers drive sustainable performance improvements that underpin their competitive advantages.
Risk management and regulation
In partnership with our Finance and Risk Practice, we help our clients understand the strategic implications of regulatory developments, define their risk appetite, and ensure the right policies and processes are in place to effectively manage the business.
Mergers and acquisitions
We help clients accelerate their growth plans and realize deal value by formulating investment and divestment strategies, providing support during merger-and-acquisition activities, conducting timely due-diligences, and assisting with post-merger integrations.