Solution introduction

True client partnership that builds incremental value and understanding

Default engagement model that is deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem

Partnerships, the default engagement model of Pirker Partners, deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem. Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value, as it allows for addressing the client's specific needs at any given time.

WealthTech Spotlight: interview with Alois Pirker, CEO and Founder, Pirker Partners

Business Strategy & Advisory, Technology Strategy & Consulting

01/05/2025

Watch as Alois provides a short background on his firm, Pirker Partners, and on his rationale for establishing the firm on the back of an extensive career in research, and......

Features

Partnerships are an ongoing, monthly, or quarterly retainer with a set number of engagement days per month or quarter with the minimum engagement being two days per quarter. The focus of the engagement is fine-tuned and adjusted at the start of each period in line with the client's changing requirements.

 

Benefits

Each partnership will be tailored at inception to meet client’s requirements around engagement size and goals. Partnership agreements have a minimum duration of one year and renew quarter-by-quarter after that.

Solution Details

The focus of partnerships varies greatly per client type. Some examples are listed below:

Service Providers / FinTech Firms / Startups
• Advisory board mandates
• Go-to-market strategy support (e.g., market segmentation, partnership strategy, competitive positioning, introductions)
• Marketing support (e.g., joint webinars, contribute quotes to press releases, availability for press calls, LinkedIn activities)
• Moderation of client-roundtable discussions/focus groups
• Win/loss analysis
• Pitch deck review
• Product roadmap review
• Strategy sessions (participation, moderation)

Financial Institutions / Executives
• Outsider perspective on strategy questions
• Sounding board for executives with accelerated response time enabled by ongoing retainer model
• Steering committee mandates in support of strategic initiatives
• Vendor selection support

Private Equity / Venture Capital Firms
• Market scans
• Early-stage due diligence
• Market opportunity evaluation
• Introductions

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Africa
  • Asia
  • Caribbean
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • Oceania
  • South America
  • Western Europe
  • View Others View Less

Partnership

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