Transforming structural change into competitive advantage

Shifting macroeconomic conditions, the democratization of wealth, and the transfer of assets to a younger, more digitally native generation are reshaping wealth and asset management. Firms face mounting pressure to rethink value propositions, modernize operating models, and invest with precision to remain competitive. How can wealth and asset managers deliver results today while preparing for tomorrow?

We partner with wealth and asset managers, WealthTech companies, and investors to design practical strategies that drive near-term results and long-term resilience. From enabling next-generation products and modernizing service models to reimagining the client journey, we help firms translate disruption into sustained value creation.

Modern solutions for complex markets

Rising client expectations, rapid technological advancement, and ongoing macroeconomic uncertainty are forcing firms to reevaluate core business models and what worked in the past. Traditional, alternative, and independent firms must modernize advice, tailor products, and engage clients in a market that’s digital, data-driven, and personalized.

At the same time, wealth democratization and demographic shifts are expanding access while increasing operational, regulatory, and competitive complexity. Firms need to harness technology and AI to boost advisor productivity, offer real-time access and analytics, and deliver the flexibility and liquidity clients expect.

As firms pursue new growth opportunities, aim to optimize revenue across their entire franchise by placing the client at the center, and scale their operations, we focus on strategies that provide clarity, speed, and measurable results. Our Financial Services practice is built for pivotal moments—when decisions matter and outcomes define the future. Senior-led and hands-on, we bring industry depth, strategic insight, and a relentless focus on results.

The Financial Advice Industry’s Quest for Organic Growth

Financial advice firms are rethinking growth as macro uncertainty, regulation, and competition put pressure on traditional consolidation strategies. This Executive Insight explores why organic growth has become a strategic priority, how leading firms define and measure it, and the practical levers advisers can pull to accelerate sustainable, profitable growth.

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Driving Commercial Growth in Wealth Management Through Consumer Duty and AI

As Consumer Duty raises expectations across wealth management, firms are rethinking how compliance can drive commercial growth. This Executive Insight examines how data and AI can enable fair value delivery, personalized engagement and more resilient, scalable business models.

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The AR and AP Renaissance: A New Era of Financial Management

As investor interest accelerates, AR and AP are evolving from back office functions into strategic platforms for financial intelligence and payments. This Executive Insight examines how AI, embedded payments and regulatory change are fueling value creation and driving the next wave of growth across the AR/AP ecosystem.

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Discover the full scope of our expertise

 

 

Focused on outcomes, not just advice

Our Financial Services practice is built for pivotal moments — when clarity, speed and impact matter most. We partner with leaders to tackle disruption, drive growth and create lasting value. Senior-led and hands-on, we bring strategic insight, industry depth and a focus on outcomes. Whether you’re evolving your model, entering new markets or shaping long-term strategy, we help you lead with confidence.

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Our Leaders

We serve clients across a wide spectrum of needs — here are just a few stories.

Commercial due diligence on a provider of wealth management software

  • Articulated the wealth management market context, and the positioning of the software solution within end-to-end wealth management workflows
  • Assessed customer perspectives, including adoption dynamics, pain points, and switching behavior
  • Evaluated the software provider’s competitive position and market opportunity to support the investor in making an informed investment decision

Market and competitive review on office of the Registered Investment Advisor (RIA) wealth tech

  • Assessed the U.S. office of the RIA wealth tech market
  • Evaluated customer adoption and purchasing dynamics, including selection criteria, decision processes, and fee structures across solution categories
  • Analyzed the competitive landscape and the impact of ongoing M&A activity to inform client’s investment strategy

Vendor due diligence on a provider of financial data analytics solutions

  • Assessed the global financial data analytics market, quantifying current and total addressable market size, growth drivers and key trends
  • Analyzed the financial data analytics value chain and customer purchasing dynamics
  • Identified priority growth opportunities to support client in articulating a compelling investment thesis to potential buyers

Growth assessment for a turnkey ETF platform

  • Assessed the passive and active ETF market, assessing trends and opportunities for service providers to ETF issuers
  • Segmented the market by issuer size and platform capability needs, and benchmarked leading platforms’ offerings and value propositions
  • Analyzed issuer purchasing behavior, willingness to outsource, and operational barriers to third party entry
  • Quantified the platform’s role in accelerating ETF launches and reducing issuer risk, and defined a strategy to capture share in active ETFs and mutual fund-to-ETF conversions