We help financial services leaders set direction, strengthen their businesses and execute change. Our practitioners bring firsthand experience leading wealth and asset management businesses, developing advisor networks and managing the commercial and governance responsibilities that come with those roles.

Areas of expertise

• Business strategy and execution

• Wealth and asset management

• Advisor recruitment, transition and practice development

• Distribution and product strategy

• Client experience and service models

• Organizational structure and leadership

• Business governance and regulatory strategy

We help firms improve how their businesses operate and manage the transition from current processes to new ways of working. Our practitioners have run middle and back office functions, managed conversions and addressed the operational demands of regulated financial services businesses.

Areas of expertise

• Middle and back office assessments and improvement

• Operating model design and transformation

• Business conversions and operational integration

• Implementation planning and operational readiness

• Custody, clearing, settlement and reporting

• New registrant operational readiness

• Operational controls and regulatory remediation

We help firms assess, select and implement technology that supports their business objectives. Bringing business and technology perspectives together, we help clients define requirements, evaluate platforms and manage the data, integration and implementation work needed for successful adoption.

Areas of expertise

• Technology strategy and roadmaps

• Business requirements and platform selection

• System implementation and conversion

• Data migration, quality and integration

• Client and management reporting

• Workflow automation and digital transformation

• Technology delivery oversight and implementation assurance