Established wealth management firms are facing increasing challenges, and digital transformation is now required to avoid rampant disruption. But operational optimisation alone cannot deliver long-term competitive advantage
Acvantage focuses on strategy and business model innovation, with a particular emphasis on customer value generation, front-end optimisation and business profitability through new technologies and fintech solutions.
It is positioned in a niche as a bridge between the established wealth management players and the new financial technology players.
Acvantage works with both wealth management incumbents, such as private banks and asset management companies, and fintech players to create innovative synergies between the two worlds.