Wealth & Asset Management
Wealth & Asset Management
Growth strategies to thrive in a challenging market
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:
We have helped wealth and asset management 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.
of the Top 5 global asset managers have worked with us
Wealth and asset management projects completed around the world
An integrated approach that connects sustainability to your strategy—and to results
Figure out what your customers care about most, then design great customer experiences, and arm and inspire your employees to deliver them.
Faster, more agile, more responsive: transform your technology to power your growth
Master the alchemy of people, tools, and strategy to turn big data into a competitive advantage
A systematic approach that unlocks value beyond your expectations.
Pinstriped bankers of yesteryear would be hard pressed to recognize their once-staid industry. Fierce competition, technological disruption, and continually shifting local and global regulations are just some of the challenges that banks, insurance companies and other financial services firms have to contend with. We bring decades of experience to bear, helping you identify and mitigate risks so that you can focus on the actions that enhance your competitive advantage. Across six critical focus areas we help you address: Finance and risk strategy: Develop and implement finance and risk strategies that complement your business strategy and support your competitive advantages; align your leadership and communicate your strategy to key stakeholders. Portfolio and performance management: Improve bottom-line performance by detecting high-risk and nonperforming counterparties; develop models for effective credit management; and monitor nonperforming loans. Methods and standards: Create value through superior risk and financial management that meets market and regulatory standards. Governance and operations: Develop and implement effective, efficient and compliant organizational structures and processes in sync with your finance and risk strategies. Smart data and technology: Enable world-class finance and risk functions by deploying advanced analytics and digital technologies; assess and realize the potential of RegTech (regulatory technology) to strengthen your bottom line. Governmental and regulatory affairs: Apply rapidly changing legal and regulatory requirements to enhance strategic and operational agility throughout your organization.