Solution introduction

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 such as SiPPs and ISAs is often a gap
  • Helping them to understand the UK Wealth Management landscape
  • Assisting them in their preparations for sales meetings with prospective clients
  • Helping them to understand and respond to RFIs and RFPs
  • Assisting them with their sales and marketing strategy and market intelligence
  • Co-hosting and speaking at their conferences and helping them to get the right decision makers to their events

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