We conduct a wide range of projects for our clients. 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.
- Study to quantify the opportunity for "execution only" portfolio management service.
- Studies to understand the potential acquisition opportunities arising from RDR.
- Market sizing of HNW sectors in UAE, UK, Netherlands, Spain, Poland, France, Sweden for multinational investment managers.
- Assisting management to identify “quick wins” for AuM growth.
- Client satisfaction and retention studies for a major UK Private Bank.
- Strategy development for entry to UK HNW sector for EU Private Equity house.
- Market assessment for a specialist sports car company.
- 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.
- Assisting the management team in the development of new distribution channel strategies for the HNW sector .
- Feasibility assessment and implementation plan for a new wealth management product .
- Client profitability model design and assessment at a UK Private Bank.
- Competitor strategy and marketing analysis for a multinational bank.