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.

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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.

Strategic consulting sample project 1


Private Equity Firm

Identified acquisition targets in retirement and wealth management.
Strategic Recommendation
North America

Strategic consulting sample project 4

Market Entry & Expansion

Insurance Firm

Developed market entry strategy into Chinese private fund market.
Strategic Recommendation

Strategic consulting sample project 2

Competitive Benchmarking

University-Based OCIO

Evaluated OCIO business model based on market knowledge.
Deliverable: Strategic Recommendation
Market: North America

Strategic consulting sample project 3

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.

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