Asher Cheses

Associate Director, Wealth Management Consulting

Inside bio page asher

About Asher

Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.

Prior to joining Cerulli Associates, 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.


Education

  • 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

  • High-net-worth channel marketshare drivers, including M&A, and multi-generational wealth transfer
  • Challenges and opportunities facing high-end advisory firms, including multi-family offices, RIAs, and private banks
  • Analysis of high-net-worth investor product use, services, fees, and portfolio construction processes

Recent Project Work

  • Conducted competitive analysis, pricing, and market evaluation for a large global private bank
  • Developed research study and white paper on advisor use of behavioral finance
  • Supported a boutique asset manager in developing a distribution strategy for multi-family offices

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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