Since 1983, our worldwide practice — spanning the Americas, Asia-Pacific and Europe — has guided leaders across all industries, from global corporations to emerging entrepreneurial businesses and private equity investors. 

We work with participants across the wealth management and life insurance value chain, providing in-depth experience to discretionary wealth managers, financial advisory firms (IFAs, RIAs), investment platforms (B2B and B2C), wealthtech (B2B, B2B2C and D2C) open/closed book life insurance companies and asset managers. Our clients also include a number of important service providers to this sector, including trust services, pension administration, tax-efficient wrap providers, technology providers and actuarial consultancies. We have broad-based international coverage across the sector.

Our experienced team offers profound, holistic and deep understanding of the market context, key business challenges and value levers in the investments industry. Our approach is bespoke, often complemented by an independent perspective of the external environment in which companies operate. We work with senior leadership teams, boards and investors to:

• Develop organic growth strategies
• Pricing review and optimization
• Develop and assist in executing inorganic growth strategies
• Data and AI applications
• Operating model review and optimization