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.
08 January 2019
Senior Manager | Financial Services | London
21 December 2018
Director | Financial Services | London
14 December 2018
Meet members of the team
Partner | Financial services | London
"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."
Partner | Regulatory compliance and CASS SME | London
"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."
"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."
"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."
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.
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.
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.
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.
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.