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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Strategic Consulting in Action

Explore Our Capabilities

We help financial services firms across the globe solve myriad challenges. Take a look at our most recent examples of Cerulli’s consulting capabilities in action.

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Featured Case Study

Insurer-Owned Asset Manager

Cerulli built an inside-out and outside-in view of what investors want and what business leaders believe are the top challenges hindering growth.

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Featured Case Study

Multi-Affiliate Asset Manager

Cerulli helps multi-affiliate manager harness the power of brand equity—at an individual company and aggregate level.

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Contact Us

Need more information? Let's talk.

We look forward to working with you.

Video Series

Cerulli’s Emerging Manager Series

Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Use this video series to strengthen your strategic approach.


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