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.
- 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