Wealth and Asset Management

Reinventing business models and offerings for sustained profitable growth

The Wealth & Asset Management industry has traditionally been largely stable.

But that's changing.

Increasing regulation, competition from automated investment providers, and a volatile economy are quickly reshaping the industry. Our specialist consulting teams can help you successfully navigate this changing landscape.

Fast-evolving customer expectations and growing demand for digital apps and services mean personalization, digitalization and a sleek customer journey are key to success.  

That’s where our team can help. We have extensive experience working with wealth managers, fund providers, and distributors to design new business models, optimize offering and pricing, and create compelling customer experiences for sustained profitable growth.

Services & Capabilities


Product and pricing optimization


Customer experience enhancement


Discount management


Sales excellence programs


Customer base management

Our approach

We pride ourselves on being hands-on and results driven.

Rather than apply a one-size-fits-all approach, we work with you to create a solution tailored to your specific business needs.  

Whether redeveloping pricing and product strategies in response to regulatory changes, developing growth strategies for fund distributors or mapping customer journeys to improve retention, we’ll work alongside your team to achieve the goals we’ve set together. 

Our team combines specialist industry, functional, and digital expertise. We know how to monetize innovations and transform businesses to keep ahead in the digital world. From strategies to tangible outcomes, our solutions are made to last. 

And last but not least, we make sure our solutions are correctly implemented. The ultimate measure of our success is our client’s success.


How we've helped

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Our team

Zurich, Switzerland
Cologne, Germany
Toronto, Canada
Senior Partner
Zurich, Switzerland
Senior Advisor
Paris, France
Hong Kong, China & Singapore, Singapore
Contact us

Our experts are always happy to discuss your issue. Reach out, and we’ll connect you with a member of our team.