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.
How we defined and delivered a new digital operating model across UK and Asia powered by Salesforce
Implementing alternative investment operational excellence and automation for an international wealth manager.
Senior manager | Financial Services | London
Director | Financial services | London
Meet members of the team
Partner, expert in pensions & insurance, and asset & wealth management
Expert in Climate Strategy, US
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.
We’ve become a certified BCorp, meaning we’ve been independently verified as meeting high standards of social and environmental performance, transparency, and accountability.