Strategic Consulting
In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s industry position. From evaluating fees, pricing, and product offerings to developing acquisition targets, we can help you solve business challenges, identify growth opportunities, and innovate toward the future.
Our Services
Need some direction? We can help.
Let us help you identify opportunities for value creation. Explore the range of solutions we provide.
Asset Managers
- Competitive analysis
- Distribution strategy analysis
- Digital advice incorporation
- Product viability analysis
- Market sizing and assessment
- New market entry strategies
- Regulatory implications
- Salesforce realignment
Industry & Government Associations
- Client base assessment and segmentation
- Data collection
- Demographic and investment trend analysis
- Joint surveys
- White papers
Wealth Managers
- Advisor recruiting strategies
- Client base assessment and segmentation
- Competitive analysis
- Digital advice strategies
- Global demand models
- Product platform analysis
- Regulatory implications
Asset Servicers
- Client segmentation
- Product development strategy
- Market sizing and assessment
- White papers
Private Equity Firms
- Acquisition strategies
- Due diligence
- Operating model analysis
- Profit & loss analysis
Financial Technology Firms
- Client engagement strategies
- Competitive analysis
- Market sizing and assessment
- White papers
Strategic Consulting
Recent Projects
Get ready for your next opportunity. Explore the ways in which we have helped our clients pave the path for future growth.
Acquisition
Private Equity Firm
Identified acquisition targets in retirement and wealth management.
Deliverable: Strategic Recommendation
Market: North America
Market Entry & Expansion
Insurance Firm
Developed market entry strategy into Chinese private fund market.
Deliverable: Strategic Recommendation
Market: Europe
Competitive Benchmarking
University-Based OCIO
Evaluated OCIO business model based on market knowledge.
Deliverable: Strategic Recommendation
Market: North America
Product Development Strategy
Asset Manager
Evaluated global demand for ESG product by country, investor type, and investment strategy.
Deliverable: Strategic Recommendation
Market: Global
Contact Us
Need more information? Let's talk.
We look forward to working with you.