We work with wealth managers, asset managers, commercial and investment banks to create value in a fast-changing market.

Our clients are looking for operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, automation, IT, operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry, and to make strong strategic choices that will enable them to adapt and thrive in a changing market.

Our collaborative approach and access to professionals with expertise in all institutional and retail segments, asset classes (for example, alternatives) and products, such as exchange traded funds and outcome-oriented funds allows us to provide unique insights into the flows, assets, and economics of each of the sub-segments of these markets and into the preferences and behaviours of consumers, investors, and intermediaries.

We work across the full spectrum of challenges faced by our clients, including:

• Growth. We help clients identify and embrace new markets and segments that lead to sustainable competitive advantage.
• Operations. We help design and implement superior front- and back-office processes in research, portfolio management, risk management, technology, and distribution.
• Organization. We partner with clients to develop optimal organizational structures and processes.
• Investment performance. We support clients on portfolio management, research, and knowledge management, with a focus on superior execution. Through senior-level conferences and roundtables, we foster a regular exchange of current research and insight, and provide our clients with cutting-edge knowledge relevant to their strategic needs.

Examples of our work

We work with leading institutions in all of the world’s major markets. Recent engagements include:

• working with a US Bank to transform their client experience.
• Working with a UK Private Bank on their Fund distribution strategy, including leveraging new technologies to significantly improve the user experience.
• supporting a European firm on their regulatory needs, leveraging automation technology to significantly reduce the manual effort reviewing contracts.