Asher Cheses

Director, Wealth Management Consulting

Inside bio page asher

About Asher

Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.

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.

Asher graduated from the University of Maryland's Robert H. Smith School of Business with a B.S. in Finance and a 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, broker/dealers, 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

  • Due diligence for private equity firm evaluating wealth management acquisition target​
  • Advisory platform evaluation, pricing analysis, and product design for a global private bank​
  • Distribution, marketing, and product strategy for a global private equity manager
  • Competitive assessment for hedge fund expanding its portfolio analytics platform​
  • Competitive analysis and market positioning for a global WealthTech provider

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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