Investment & Wealth Management Consultants
HQ Address
18 Loxford Way, Caterham, Surrey, CR3 6BX, United Kingdom
Website Address
Business introduction
As a niche specialist financial services consulting firm we have very deep and broad expertise and only employ consultants who share the same credentials
Committed to providing pragmatic, cost effective and timely delivery
IAWMC is a niche consulting firm providing services to wealth managers, private banks, family offices, asset managers, software vendors and service providers such as third party administration firms. We differentiate ourselves from our peers and competitors by providing pragmatic and cost effective consulting services to our clients by utilising our broad and deep knowledge of the financial services industry in which we operate.
Our firm was formed in 2012 by its founding directors Steve Dyson and Neil Craddock who are both very experienced industry practitioners. From time-to-time we use associates for client assignments but always under the close supervision of our founding directors. Our associates are people who we know well and have worked with in the past and never have less than 10 years relevant experience. We are very proud of our reputation for the provision of professional consulting services.
We have worked with a wide variety of clients and have formed strong relationships with them. Due to our extensive knowledge of the market and large contact network we have undertaken a great deal of work for firms looking to enter the wealth management market and the UK market, this includes software vendors, start-up wealth managers, robo advisers and wealth management service providers. Our services to these clients have been diverse and have included: functional gap analysis; market entry strategy; speaking at their events and helping them to get the appropriate decision makers to their event; system and service provider selection; and recruitment as their businesses grow.
We strongly believe that IAWMC brings a unique insight into industry trends and challenges. This is based on the experiences of its consultants and associates who have held senior roles within wealth management, investment management, investment operations, software vendors and service providers.
IAWMC has a market neutral stance. Although the company can and does work closely with other organisations that operate in the financial services industry, we do not enter into any financial or commercial arrangements that would compromise our ability to offer impartial, objective advice to our clients.
Investment & Wealth Management Consultants Solutions
CRM & Client Communications
Client relationship management Client data is arguably the most precious asset of any firm. Unfortunately it is often stored in many disparate systems leading to duplication, inaccuracy and incompleteness. This, together with a lack of firm governance and policies, can mean that client data is not up to the required standards......
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view solutionData Management
It is widely known that data is probably the most valuable asset of a firm, perhaps even more important than the people who work for the firm. Good data management and governance is essential, especially in times of continually increasing regulation as it is essential to be able to provide......
business needs
view solutionDigital
IAWMC has extensive knowledge of the digital and online market and has hosted thought leadership events to debate the topic. We also offer advice and mentoring to Fintech start-up companies in order to assist them to focus on the right target market within financial services. As digital transformation projects tend to......
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view solutionGeneral Data Protection Regulation (GDPR)
Although many firms are making good progress with the changes needed to become GDPR compliant, it is expected that in order to meet the May 2018 deadline up to two thirds of banks and wealth management firms will have to put in place workarounds with the intention of continuing to......
business needs
view solutionMarket Entry (Software Vendors & Service Providers)
We have advised several vendors and service providers on how they might expand their presence either into the UK Wealth Management market or from the institutional sector into wealth management. We have assisted our clients in many ways: Conducting a functional gap analysis, e.g. the functionality needed for UK tax wrappers......
business needs
view solutionOperating Models
It is widely understood that there is no one single solution for the ideal operating model for a particular firm. There will often be constraints such as existing IT systems and interfaces that need to be retained and these can sometimes limit the options available for building the Target Operating......
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view solutionOutsourcing Evaluation, Selection & Implementation
The outsourcing of business processes has become a key part of the operating model for many firms, it is an especially attractive proposition for new entrants and green field sites as there are few challenges with legacy infrastructure and integration. There are many reasons why firms consider outsourcing: Issues with legacy system(s),......
business needs
view solutionProgramme & Project Management
Our consultants have many years’ experience managing projects from small projects to large projects and much larger strategic programmes of work that took several years to complete. We’ve managed initiatives to: Select systems for: front office; middle office; back office; CRM and client onboarding; client reporting and communications Implement systems Select outsourcing partners Implement middle......
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view solutionRequirements Definition
In IAWMC's opinion, the gathering and documenting of requirements is an essential first step in any project. Without requirements, scope cannot be controlled and even more worryingly what is delivered may not be what was required or expected. There have been several high profile projects that have failed due to......
business needs
view solutionSystem Selection & Implementation
IAWMC has excellent relationships with, and an in-depth knowledge of, all of the key financial services systems and vendors serving our market. This gives us a significant competitive advantage as we can often fast-track the selection process for clients who are considering changing systems or implementing a system for the......
business needs
view solutionTest Planning & Test Management
As our consultants have worked on a wide range of implementation projects we have a great deal of experience helping our clients test the systems and business processes that have changed as a result of delivering their projects. In addition to our own consultants we also have access to a team......
business needs
view solutionWealth Management Events & Networking
If you are a wealth management software vendor or service provider and you're wondering how to promote your services, widen your network and gain new sales prospects then we can help you. We can work together with you in order to organise an event to promote your services and have......
