An onslaught of new regulations, demographic shifts in client composition and behavior and disruptive technological advance have combined to change the playing field for this high growth industry. The traditional wealth management industry business model is increasingly outdated. Separation between ‘best in class” providers and the rest of the field is expanding. Winning wealth management businesses over the next decade will have a clearly differentiated value proposition, make better use of predictive analytics to define and intersect their target market, develop a segmented "open architecture” service delivery model, and assemble an omnichannel approach to advancing their prospects and levering their core attributes.

A&M's Wealth Management Transformation group partners with a wide range of industry participants to evaluate and address opportunities for growth and change, in this rapidly evolving landscape. We help wealth management businesses create sustainable value for their clients and constituencies through our operational heritage and indepth knowledge of the wealth management industry.

We have paved a horizontal route to market
This path leverages A&M’s traditional competencies across restructuring, business consulting, performance improvement and regulatory advisory services to boost your operating performance and maximize shareholder and client value.