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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. 

      Voir plus Voir moins

      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

      Étude de cas

      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.

      Étude de cas

      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 Christina Schulz

      Christina Schulz Partner London

      Headshot of Maureen Burns

      Maureen Burns Partner Boston

      Headshot of Fabrice Franzen

      Fabrice Franzen Partner Middle East

      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.
      Etude
      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.
      Etude
      See more

      How We Can Help

      Développement durable et RSE

      Développement durable et RSE

      Une approche intégrée qui place le développement durable au cœur de votre stratégie pour en faire une source de création de valeur pérenne

      Voir plus

      Customer Experience

      Customer Experience

      Figure out what your customers care about most, then design great customer experiences, and arm and inspire your employees to deliver them.

      Voir plus

      Technologies de l'Information

      Technologies de l'Information

      Bain & Company accompagne ses clients pour assurer que les technologies de l’information ou IT permettent d’améliorer les résultats de l’entreprise. Nous abordons les défis IT de façon stratégique et en prenant en compte les spécificités de nos clients. Nos experts apportent un point de vue indépendant et objectif pour aider les entreprises à atteindre le plein potentiel de leurs ressources, investissements et actifs technologiques.

      Voir plus

      IA, Perspectives et Solutions

      IA, Perspectives et Solutions

      Les multiples opportunités ouvertes par le machine learning, l’intelligence artificielle et les data sciences ne sont plus à démontrer. Pourtant seules 4 % des entreprises parviennent aujourd’hui à extraire la valeur des données, qui repose sur une subtile alchimie entre l’humain, la technologie, la donnée, les processus et modes de travail et la stratégie de l’entreprise. Grâce à son expérience du conseil en stratégie et son expertise en analytics, Bain vous aide à développer votre potentiel pour transformer vos gisements de données en or. 

      Voir plus

      Post-merger Integration

      Post-merger Integration

      A unique approach that unlocks value beyond your expectations.

      Voir plus

      Risk, Finance and Compliance

      Risk, Finance and Compliance

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

      Voir plus

      Procurement

      Procurement

      We help companies develop sourcing strategies for a sustainable future.

      Voir plus

      Joint Ventures and Alliances

      Joint Ventures and Alliances

      Joint ventures and alliances can be an excellent way to boost inorganic growth. We work closely with you to maximize the value of such arrangements, and build the internal capabilities you need to manage them to full potential.

      Voir plus
      See more
      Voir toutes nos expertises fonctionnelles

      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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