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      Industry

      Wealth & Asset Management

      Wealth & Asset Management

      Growth strategies to thrive in a challenging market

      Our Experience

      80%
      of the top 5 global asset managers have worked with us
      1,200
      projects completed around the world
      50%
      of the top 10 global wealth managers have worked with us

      We work with leading players in the wealth & asset management and private banking sectors to enable their transformation so they can keep ahead of the profound structural changes affecting the industry. We support the delivery of the highest levels of service and performance to their affluent, high- and ultra-high net worth clients, as well as Family Offices and institutional clients.  Our broad expertise—which spans strategy, digital transformation, operations, M&A, private equity due diligence and much more—helps companies respond nimbly and effectively to the many structural forces currently reshaping the Wealth & Asset Management landscape, including: 

      • Quality of the offering. Providing quality offerings to, and having high-quality interactions with, clients is and will remain the most important differentiator for wealth managers. This includes the right products and services provided at the right time, leveraging the full array of bank-wide capabilities to deliver tailored advice, rigorous direction of processes towards a seamless client journey, and a client-centric infrastructure that supports the best client experience across channels. 
      • Digitalization: Over the last decade digitalization has ushered in new opportunities to better understand and address client needs, as well as to break up value chains and create new ecosystems. This has had a catalytic effect on this increasingly dynamic sector, but to date these new capabilities have been seized on pre-dominantly by players outside traditional sector boundaries.  
      • Value orientation: Intensification of various global megatrends, in combination with increased societal dialogues (e.g., around climate protection, energy transition, and related issues), has led to changing norms. Demand for sustainable investing has jumped, accelerated by the global pandemic, which has made people even more conscious of mankind’s vulnerability. 

      Our wealth and asset management consulting services have helped firms expand into new markets, transform their technology infrastructures, reduce costs, devise new business and operating models, seize new sourcing opportunities, and develop the right strategies to win, today and in the future. Our highly collaborative approach enables us to work side-by-side with you at every step, from initial assessment to implementation. And, we make sure your teams develop the skills they need to support continuous innovation and improvement. 

      Lea más Read less

      AI in Wealth Management

      The rise of digital-first services from neobanks and investment apps has signaled a need for speed and convenience. Wealth managers are answering the call, harnessing AI to:

      • Automate routine administrative tasks
      • Efficiently gather info for client onboarding
      • Support investment decisions and portfolio management
      • Provide intuitive, automated customer support via AI agents

      These activities free up advisers to spend more time with—and offer more personalized service to—new and existing clients. There’s also bottom-line impact: AI has helped wealth management companies achieve a 24%–35% increase in revenue per adviser.

      Learn how AI is reshaping wealth management

      Real Outcomes

      We collaborated with Banca Investis to launch an AI-powered investment advisory app that increases the frequency of touchpoints between customers and the bank, deepens customer engagement, and elevates the banking experience.
      Learn more about Banca Investis’s journey See how we’re helping global industry leaders win with AI

      How We Help

      From relationship manager copilots to knowledge hubs, we’ll partner with you to develop, launch, and scale use cases that help you better understand and connect with customers. Crucially, we’ll also help you shore up your data architecture to ensure that AI-driven solutions succeed.
      Learn more about our AI approach Explore best practices for wealth management firms

      Our Client Results in Wealth & Asset Management

      Case study

      Strategic refocus for global wealth management company
      The strategic refocus that Bain recommended for this global wealth management company created significant shareholder value, and the company outpaced the market index by $750 million in six months.

      Case study

      Transformation sparks financial leader's turnaround
      Bain worked with a financial services company on a transformation that cut costs by more than $500 million, redefined the firm's strategy and helped it win the loyalty of both core and new customers.
      See more

      Our Wealth & Asset Management Consultants

      Headshot of Markus Habbel

      Markus Habbel Partner Zurich

      Headshot of Antonio Rodrigues

      Antonio Rodrigues Advisory Partner Toronto

      Headshot of Julien Faye

      Julien Faye Partner Middle East

      Headshot of Heidi Deringer

      Heidi Deringer Partner Atlanta

      Headshot of Dirk Vater

      Dirk Vater Partner Frankfurt

      Headshot of Lindsey Naylor

      Lindsey Naylor Partner London

      Headshot of Maximilian Cappel

      Maximilian Cappel Partner Zurich

      Headshot of Jake Crandall

      Jake Crandall Partner New York

      See more

      Our Wealth & Asset Management Insights

      Wealth Management Firms Can Take Out Costs While Reducing Risk and Improving Client Loyalty
      Six tactics allow firms to reduce operating costs by 17% to 38%.
      Snap Chart
      Avoiding Wipeout: How to Ride the Wave of Private Markets
      Companies will need to develop new capabilities to succeed in the fast-growing private assets market.
      Brief
      Wealth and Asset Management M&A
      Why companies are doing deals in a period of uncertainty.
      M&A Report
      How Tokenization Can Fuel a $400 Billion Opportunity in Distributing Alternative Investments to Individuals
      Tokenization could revolutionize access to alternatives, unlocking revenues for managers and distributors while enabling higher-quality portfolios for wealthy individuals.
      Brief
      See more

      How We Can Help

      Sustainability

      Sustainability

      Discover how embedding sustainability into your operations can boost efficiency, innovation, and growth while reducing environmental impact.

      Read more

      Customer Experience

      Customer Experience

      Deliver a triple play of results: happier customers, employees and shareholders

      Read more

      Enterprise Technology

      Enterprise Technology

      Companies with a strategic focus on technology outperform across industries. Stay ahead with tech foundations that fuel lasting growth.

      Read more

      AI, Insights, and Solutions

      AI, Insights, and Solutions

      Drive competitive advantage through AI, human-centered digital innovation, and data-powered solutions.

      Read more

      Post-merger Integration

      Post-merger Integration

      A unique approach that unlocks value beyond your expectations.

      Read more

      Organizational Design and Operating Model

      Organizational Design and Operating Model

      This is how you make your strategy happen

      Read more

      Agile Enterprise

      Agile Enterprise

      Más velocidad, más flexibilidad. Y total orientación al cliente.

      Read more

      Risk, Finance and Compliance

      Risk, Finance and Compliance

      Identify and mitigate risks to focus on the actions that enhance your competitive advantage

      Read more
      See more
      View All Consulting Services

      Explore Our Financial Services Sector Expertise

      Explore Our Financial Services Sector Expertise

      • Banking

      • Financial Services

      • Insurance

      • Market Infrastructure

      • Payments

      • Wealth & Asset Management

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