Asher Cheses

Director, Wealth Management Consulting

Inside bio page asher

About Asher

Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.


  • University of Maryland, Robert H. Smith School of Business
    Bachelor of Science in Finance and concentration in Private Banking and Wealth Management

Areas of Expertise

  • Competitive analysis of the wealth management market, including pricing, product, and service offerings ​ ​​​
  • Business strategy evaluation for high-end advisory firms, including multi-family offices, RIAs, private banks,​​​ and trust companies
  • Analysis of high-net-worth investor product use, services, fees, and portfolio construction​​​
  • Evaluation of distribution structure and product development strategy for asset managers

Recent Project Work

  • Competitive analysis and market positioning for a global custodian provider
  • Strategic partnership with asset manager focused on advisor practice management
  • Due diligence for private equity firm evaluating RIA acquisition opportunity
  • Wealth management service and product development for retirement provider
  • Platform evaluation, pricing analysis, and product design for a global private bank

Learn More about the U.S. Wealth Management Practice

Our Wealth Management practice is split into four distinct areas of coverage—offering top-down and bottom-up insights into the multi-faceted corners of the industry.

Learn More

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