Asset Managers continue to require strong management in order to manage profitability and costs and to respond to regulatory and market changes. Walbrook Partners can support all of these elements, drawing upon senior management experience in asset management firms and broad skills and experience gained as management consultants.

We deliver advice and solutions which are pragmatic and based on real life experience, including:

•  Providing Operational efficiency support, aligning structures and processes to best practice drawn from all market sectors, while minimising the need for long-winded and costly methodologies which tell you what you already know
•  Selecting, implementing and upgrading systems and suppliers for the full range of operational and front office requirements of asset managers
•  Managing the whole range of changes to funds and their operating models, including fund launches, restructuring, consolidation and offshoring
•  The application of regulatory and financial knowledge and disciplines to profitability analyses and related cost and charging adjustments
•  Expertise to support the most effective, compliant and commercially viable solutions for specific issues such as rebate processing, adviser charging and re-registration
•  Real experience of managing mergers and acquisitions, supporting businesses in the successful integration of people, processes, systems and controls
•  Advice to asset managers on the detailed implementation requirements for regulatory change, including MiFID and the RDR
•  Restructuring Operating models for asset managers, including post-merger integration restructuring
•  Benchmarking and negotiated prices from outsource and other suppliers through comparison with peers

In addition, we offer comprehensive support for all other aspects of Operations and Outsourcing. For further information on this any our other services, please get in touch via our Contact page.

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