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.
What We Think
Time To Evolve
Investment priorities for wealth and asset managers to evolve to Wealth Management 3.0.Read more
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 2023Read more
Asset Management Trends 2023
Our 10 predictions for what’s next in the assent management industry.Read more
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.Read more
How the market for retail wealth management is undergoing a profound change.Read more
Who We Are
David Gillespie Partner, Head of Retail Banking and Wealth Management for Europe
João Miguel Rodrigues Partner
Raji Souag Partner
Bradley Kellum Partner and Head of Americas Wealth Management
Alina Lantsberg Partner, Head of Retail and Business Banking
Enrico Busnelli Principal
Jose Eibar Principal