Wealth Management
We work with wealth and asset managers, so to create value in a fast-changing and sometimes difficult market.
Our clients seek deep and lasting strategic and operational improvement on growth and performance. We are happy to introduce wealth managers who suit your chosen route. Our approach spans all institutional and retail segments, asset classes (for example, alternatives) and products, from exchange traded funds (ETFs) to outcome-oriented funds.
We work across the full spectrum of challenges faced by our clients. We help clients identify and embrace new markets and segments that lead to sustainable competitive advantage, helping to provide growth.
We have great experience in helping design and implement superior front and back-office processes, whether in financial or sales & marketing arenas. We partner and support our clients to develop optimal organisational structures and processes. We foster a regular exchange of current research and insight, and provide our clients with knowledge relevant to their strategic needs.
We work with various banking and non-banking institutions. Our work encompasses overall strategies for the wholesale business and for specific products, client segments and geographies; organisational issues; performance improvement; and mergers and alliances. We also undertake work on client issues in information technology, risk management, branding and customer relationship management.
Marketing & Sales
With much experience in marketing and sales, we work with confidence with clients to generate long-term, sustainable growth.
We work with various corporate organisations, including mortgage lenders, which offer a number opportunities for wealth planning. We integrate our knowledge of business strategy, organisational performance leadership, and operations excellence to serve clients through a comprehensive range of service lines on topics related to marketing and distribution.
Marketing spend optimisation is key. We help clients decide how to market their products and services using a series of proven techniques, using awareness, usage and consumer loyalty. By using both effectiveness and efficiency techniques, clients improve performance in their marketing investments, often reducing resources consumed by marketing activities.
We help clients evaluate current and potential service delivery models across channels, identify opportunities to create better experiences for their customers, and show how this enhanced experience can translate into economic value. Our proprietary approach on business and segment-specific consumer behaviour enables clients to prioritise and optimise marketing spend.
We work with clients to achieve and sustain revenue growth by improving the productivity of their advisory sales forces. We focus on understanding mind-sets and barriers to sales and distribution. We have distinctive capabilities in sales-management, including recruiting, training and motivation.
Strategy & Corporate Finance
We help firms worldwide define, build, and maintain winning strategies.
Our network of strategists work with companies to help define, build and maintain winning business models, aligning actions with long-term objectives, whilst balancing risks.
We work with clients on issues relevant to their business, such as growth, strategy, and the impact of global trends. Our partners and experts are well-versed in both top-down strategic approaches and in the innovation needed to compete in a global economy marked by disruptive technology and emerging markets.
We work with chief financial advisors; linking corporate strategy to capital markets performance; investor communications; ensuring that M&A and other transactions are consistent with overall strategy; and strategic due diligence reviews and integration planning.
Our experts partner with clients on corporate planning, providing perspective not only on immediate value and impact, but on long-term implications. We work closely with management and other advisers to leverage and complement their knowledge and ensure maximum impact, and actively support implementation and skill building.