Our wealth and asset management expertise
The wealth and asset management sector has been weathering a perfect storm of economic uncertainty, rising interest rates and poor market performance. In addition, thematic challenges of poor data quality, clunky manual processing and increasing regulatory expectations are perpetuating inefficient and high-cost operating models. In parallel, we are experiencing an unprecedented inter-generational transfer of global wealth, driving rapidly evolving (and digital) client demands.

Significant technological advances are disrupting the industry as digital tools improve the accessibility of investment products, and trends such as hyper-personalisation, embedded wealth, artificial intelligence and wealth-as-a-service threaten to revolutionise the underlying business and servicing model used by wealth and asset managers for decades. Alternative asset classes are emerging rapidly, with customers increasingly demanding expertise and accessibility to new products such as digital assets and ESG impact. 

Market consolidation is inevitable, as wealth managers, fund administrators and trust companies seek safety in numbers, reducing costs and generating operational efficiencies. We are entering an era of wealth management powerhouses, putting smaller and mid-sized asset managers under increasing tension. To remain competitive and relevant, players in the wealth management and fund administration space must transform their business models, client experiences and servicing models while simultaneously maintaining (and enhancing) operational stability.

We help our clients (across B2C and B2B wealth management, fund administration and trust services) imagine, define and execute differentiated and winning strategies, enabling their evolution to serve the next generation of wealth with revolutionary client experiences, growing new market share.