Financial services /

Investment management

" I’ve worked with loads of consultancies but this felt different – you gave me a focused team who got it quickly and weren’t afraid to tackle the real obstacles - way better for me any day of the week. "

Head of Transformation, Global Wealth Management Firm

Investment management

Investment, Asset and Wealth Management firms continue to face the headwinds of increased regulatory scrutiny and continued margin erosion.

In parallel, many are positioning themselves for growth, through innovative client and talent strategies, better use of data, increased use of digital and emerging technologies and making strategic bets through inorganic investment opportunities.

Meet members of the team

Claire Paisley

Claire Paisley

Partner | Financial services

"The investment management industry is changing rapidly right across the spectrum – from pensions and wealth to institutional asset management.  We partner with our clients on the initiatives that matter – designing new digital propositions, driving innovation through emerging technologies, creating optimised regulatory responses and operational backbones to cultural change. We’re focused on making a difference whilst building capability within your teams."

Guy Munton

Guy Munton

Partner | Regulatory compliance and CASS SME

"Regulatory compliance has proven burdensome for financial services firms for more than 10 years now. With the amount of mandatory change hopefully being reduced in coming years, firms now have the chance to take stock and consider programmes of change to optimise processes, minimise operational risk, and identify opportunities for automation."

Ben Leighton

Ben Leighton

Senior Manager | Financial services

"With the Investment Management industry moving from a period of retrenchment there are increasing opportunities for new and established players to build scale, reduce costs and improve client outcomes. We are partnering with our clients to make the most these opportunities by delivering considered and pragmatic solutions for them, ranging from development of new market strategies to the implementation of technology solutions with innovative technology providers."

Fiona Clinton

Fiona Clinton

Director | Financial services

"All commentators agree the volume of M&A activity across Investment Managers is not slowing down anytime soon. We work alongside our clients to deliver the synergies that are essential to making these transactions a success. Our Operational Excellence capability releases immediate savings while delivering strategic solutions. We deliver optimal front to back models, that allow you adapt to the ever shifting value chains and fee pressure."

Focus on your sector

Future of investment management

As a team that brings together experience and expertise right across the investment management space we work with pension firms, wealth managers, asset managers and service providers as well as trade bodies, regulators and innovators to ‘look over the horizon’ to be future-ready.

Generating returns

We marry a strong understanding of Sales and Distribution with product and pricing analytics, cost to serve and liquidity management to generate better returns, to fuel both organic strategies and drive value from mergers, integrations and new industry partnerships.

Managing risk and compliance

The level of regulatory scrutiny across our industry has never been felt so acutely – we work with senior teams and practitioners alike to understand and drive the changes required, whilst optimising the way we manage risk and compliance through new approaches and technologies.

Harnessing emerging technology

Our consultants support innovation right across the sector, focusing on real-world pain points and opportunities by harnessing data, digital, AI and market innovators to drive new sources of value for the business.

Culture and capability

As a company that knows our people are our biggest investors in terms of their passion, energy, skills and commitment we help firms to build a culture that is compelling and high-performing as well as building capability that endures beyond our support.