Wealth Managers
What’s Happening

•  Pricing and competition pressures are resulting in an absolute need to increase profitability, achieve operational efficiencies and reduce costs
•  As MiFID II developments gather pace, thematic reviews by the FCA are continuing to highlight best practice and identify gaps in compliance
•  Mergers and acquisitions of businesses continue as the market consolidates and contracts
•  Differentiated propositions are evolving in response to adviser and consumer demands
•  Cost pressures and technology-supported competition are driving deep dive reviews of efficiency and business model changes
How We Can Help

We have experience of helping platforms and wealth managers come to market and thereafter tune up their propositions, customer and adviser journeys and services. We can offer comprehensive support, based on pragmatic senior management experience and deep market knowledge. This includes:

•  Propositional support – defining credible and attractive offerings aligned to your target markets
•  Health checks and remediation support to meet regulatory requirements and best practice, including RDR and MiFID
•  Expertise to support the most effective, compliant and commercially viable solutions for specific issues such as rebate processing, adviser charging and re-registration
•  Strategic support and analysis to assess and respond to the business impacts of market changes as these continue to unfold, including distribution strategies, adviser journeys and the requirements for independence
•  The application of regulatory and financial knowledge and disciplines to profitability analyses and related cost and charging adjustments
•  Real experience of managing mergers and acquisitions, supporting businesses in the successful integration of people, processes, systems and controls
•  Review or creation of profitability models to examine and manage impacts as your business evolves

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

Contact Us

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