Consulting, Research & Support Services Marketplace

The Consulting, Research & Support Services marketplace includes companies that support wealth management businesses across a wide variety of business needs, including areas such as business advisory, strategy, competitive and market intelligence, operational outsourcing, compliance advice, market research related to their business as well as the investment markets, the selection, implementation and ongoing development and management of the right technology providers, and much more. It is a global resource, which includes small, focused, single solution businesses, alongside global multi-sector household name consulting firms. Regardless of any firm's individual profile, each entry in this marketplace offers a service or solution of relevance to the business needs of the wealth management marketplace. 

Within this marketplace, users will find these offerings categorised into 17 focused business needs. Within each, users will be able to navigate a long list of entries that support their business needs in a variety of ways.     

This marketplace is relatively new but already contains almost 500 businesses offering over 1,400 solutions, and also supported by an increasing range of knowledge resources to help wealth managers globally.

 

Business Needs

Knowledge Resources