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

Our Solutions

Get ready for your next opportunity. Explore how we can help you expand.

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Asset Management

We help institutional and retail asset managers globally understand how and where to expand in an increasingly competitive and fee-compressed environment. Learn how we can help you with your product development and distribution initiatives.

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Financial Technology

Cerulli can help you innovate toward the future with comprehensive market sizing, insight into asset and wealth management trends, and technology adoption analysis.

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Private Equity

Cerulli helps private equity firms with due diligence in asset, wealth management, and wealth tech industries. Understand the risks and the opportunities in the wealth management market and conduct company-specific analyses to confidently deploy capital.

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Wealth Management

What products, services, and pricing models will gather and retain investor assets? Cerulli will provide you with the strategic action you need to help your advisors scale their businesses and help investors achieve better outcomes.

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Contact Us

Need more information? Let's talk.

We look forward to working with you.

Strategic Consulting

Recent Projects

We work across the financial services industry to help our clients solve myriad challenges and define new opportunities. Explore our recent projects.

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Private Equity

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

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Insurance Firm

Developed market entry strategy into Chinese private fund market.
Deliverable:
Strategic Recommendation
Market:
Europe

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University-Based OCIO

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

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Asset Manager

Evaluated global demand for ESG product by country, investor type, and investment strategy.
Deliverable: Strategic Recommendation
Market: Global

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