projects

We conduct a wide range of projects for our clients. They range from reviews of the HNW or the Wealth Management sector taking a few mandays to business strategy reviews taking several weeks. Our recent projects include:

  • Studies to identify trends in Social Media usage in the HNW sector.
  • Studies to identify the key drivers of female wealth in major EU countries.
  • Studies to understand the potential acquisition opportunities arising from RDR.
  • Assisting management to identify “quick wins” for AuM growth - UK wealth manager.
  • Client satisfaction and retention studies for a major UK Private Bank.
  • Strategy development for entry to UK HNW sector for EU Private Equity house.
  • Development of a 5 year strategic plan for the UK wealth management subsidiary of a continental European bank. 
  • Client acquisition process review for the UK subsidiary of a Swiss Private Bank.
  • Feasibility studies for an on-line wealth management service - EU financial services company.
  • Assisting the management team in the development of new distribution channel strategies for the HNW sector  - UK financial services company. 
  • Feasibility assessment and implementation plan for a new wealth management product - UK financial services company. 
  • Client profitability model design and assessment at a UK Private Bank. 
  • Market sizing of HNW sectors in UAE, UK, Netherlands, Spain, Poland, France, Sweden for multinational investment manager.
  • Competitor strategy and marketing analysis for a multinational bank.
  • Development of client management strategy and implementation planning for UK investment manager.
  • Business acquisition screening for UK, Italian, Czech, Spanish, Swedish, Polish and Dutch wealth managers.
  • Audit of EU HNW Business Plans for EU universal bank
  • Feasibility studies for entry into UK wealth management market – US financial services company.
  • Competitive position assessment for a global wealth manager in UK onshore and UK offshore markets. 
  • Assisting a global Private Bank in developing business development strategies for Poland, Spain, the UK and Sweden.
  • Development of a strategy to assist a UK life company increase its sales to the HNW sectors in the 8 new member states of the EU.
  • High level process design for a client acquisition support unit at a North American wealth management multinational. 
  • EU wide wealth management market entry feasibility study for a North American retail financial services company. 
  • Assisting the management team in the development of new distribution channel strategies for the HNW sector  - UK financial services company. 
RECENT CLIENTS INCLUDE:
  • Sandander Group
  • RBS Group 
  • ABN AMRO
  • Fortis
  • Societe General
  • AXA group 
  • Barclays Group
  • HSBC Group
  • UBS Group 
  • Credit Suisse Group 
  • Standard Chartered 
  • SEI Investments Europe
  • Lloyds Banking Group 
  • Dresdner Bank Group
  • Schroders
  • Citigroup
  • State Street
  • KBC Group
  • PwC
  • KPMG