Business Strategy & Advisory (BS&A) is critical to wealth management organisations as they define their strategic direction, respond to changing market conditions, and identify opportunities for growth, transformation, and improved business performance.
As the wealth management industry continues to evolve, the need for clear strategic thinking and informed business advice has become increasingly important. The BS&A category brings together a broad range of businesses, services, and knowledge resources to support wealth management organisations as they develop and execute their business strategies.
How do wealth management organisations identify new opportunities for growth? How do they assess their business models and operating structures? Where do they turn when considering a merger or acquisition, entering a new market, launching a new proposition or transforming their operations? How can they benchmark their performance, understand their competitive position, and make better-informed strategic decisions? One route clearly points to relevant advisory and consulting firms.
The Business Strategy & Advisory category encompasses a broad and diverse range of providers. It includes specialist wealth management consultants, large global consulting firms, strategy specialists, M&A advisers, research and market intelligence providers, operating model specialists, and firms offering more targeted support around growth, transformation, proposition development, and business performance.
The firms and solutions represented in the category cover a wide range of business needs. These include business strategy and planning, business model design and innovation, growth strategy, M&A and transaction advisory, operating model design, operational effectiveness, digital transformation, market entry, market analysis and sizing, proposition strategy, sales and marketing strategy, benchmarking, research and insights, and strategic advisory services.
The breadth of the category reflects the fact that business strategy in wealth management rarely sits within a single discipline. Strategic decisions can encompass a firm's proposition, clients, operating model, technology, people, distribution strategy, geographic footprint and financial performance. As a result, organisations increasingly require access to specialist expertise that can help them understand a particular challenge while also connecting it to the wider strategic picture.
The category also reflects the changing nature of the consulting and advisory market serving wealth management. Alongside the major global consulting and professional services firms, the directory contains specialist providers with deep expertise in particular areas of wealth management, strategy, transactions, operations, research and transformation. This gives firms looking for external support a broad range of potential partners, from large-scale strategic engagements through to highly focused advisory assignments.
BS&A category in numbers
Within the Business Strategy & Advisory business need category, you will currently find:
- Total solutions – 432
- Solution providers – 206
- Knowledge resources – 253
Relevant firms
Examples of the firms and providers represented in the BS&A business need category include Alpha FMC, BCG, Capgemini, Deloitte, Delta Capita, EY, KPMG, Lazard, Pirker Partners, PwC, Synpulse Management Consulting, WealthTech Strategy Partners and many more.
The category also includes a wide range of other consulting, advisory, research and specialist providers, reflecting the breadth of strategic challenges facing wealth management organisations. These include firms supporting business planning, growth, operating models, digital transformation, M&A, market entry, proposition development, operational excellence, research and benchmarking, alongside broader strategic and financial advice.
Access BS&A
Click here for full access to the BS&A business need category.
Request to be included in the Business Strategy & Advisory category
If you have a solution that should be featured in the Business Strategy & Advisory business need category that we do not currently have, either in the directory or just in this category, please message us at office@thewealthmosaic.com to discuss.
Request to be featured in the Business Strategy & Advisory category
If you have a solution that you want to feature in the Business Strategy & Advisory business need category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The Business Strategy & Advisory business need category is one of 32 current business needs within our global online solution provider directory. In total, this directory now hosts over 10,000 business and solution profiles, all for solution providers and their offerings, which service, target, and/or are relevant to the business needs of different forms of wealth managers around the world, whether banks, brokers, family offices, financial advisers, investment managers, trust and fiduciary businesses, or other forms of wealth management firm from around the world.
To learn more about our directory and its development, and to have your business and solution included in this growing industry resource, please message us at office@thewealthmosaic.com to discuss.
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About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
