Wealth and Asset Management

Our rapidly-growing Wealth and Asset Management consulting practice has been providing clients with transformative and strategic growth solutions since 2015.

With a front-to-back approach, we evaluate the operational processes of organizations to ensure maximum efficiency and deliver value to customers and stakeholders. Leveraging our expertise in finance, technology, and data analysis, we challenge legacy industry assumptions and draw upon our broad experience to drive innovation and effect meaningful change. Our experience encompasses both retail and institutional investment value chains, serving a diverse range of clients including Asset Owners, Managers, Service Providers, and Custodians.

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Wealth & Asset Management, CAPITAL MARKETS AND TREASURY
UK Private Bank
Wealth & Asset Management, CAPITAL MARKETS AND TREASURY

Design of a new Financial Institution’s customer business

  • Assisted the client in pivoting from a product-led sales model and supported the design of a franchise-led model across key sectors. Establishing key parameters, governance model and controls.​

  • Advised on short and long-term strategy for the new franchise identifying key areas for growth across the Financial Institutions market.​

  • Mobilised the franchise, aligned to strategy and new governance framework, establishing operating rhythm across the business.

Wealth & Asset Management, CAPITAL MARKETS AND TREASURY
Wealth & Asset Management
UK Wealth Manager
Wealth & Asset Management

Legacy Platform Stabilisation

  • Reduced operational risk by fixing critical components of the legacy investment platform. ​

  • ​Worked across a multi-jurisdictional, multi-server environment spanning both Linux and Windows components joined via API.​

  • Lead the design and delivery of a project to upgrade all system components and eliminate operational and data security risks resulting from going out of support.

Wealth & Asset Management

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