Fee pressure keeps tightening the margin
Passive growth, institutional fee negotiation and distribution economics keep pressure on cost-to-serve and operating leverage.
Asset & Wealth Management
Build scalable investment and client capabilities as the business evolves.
Our experience and impact
Selected delivery experience.
58%
Fewer reconciliation breaks delivered through one wealth operating model
Delivered on the private-wealth revenue, fee and funds-management operating model rebuild.
Overview
Technology and operating models that support growth.
We help clients make technology and operating-model choices that support growth while improving efficiency and service.
Our work connects investment capability with client and adviser experience, data, operations and the economics of the business.
What is changing
Three forces on the manager.
Private markets are part of the core book
Private credit, private equity and real assets bring valuation, capital-call, document-data, investor-register and reporting needs that many listed-asset platforms were not designed for.
The sourcing question is open again
Middle-office outsourcing can bring scale; internalisation can bring control. The right answer depends on unit cost, service quality, asset mix and data ownership.
How we can help
Scale investment capabilities and client service.
Capabilities spanning the investment business, client channels, private assets, data and operations.
Client results
Relevant experience.
Selected experience relevant to Asset & Wealth Management: the context, our work and the outcomes.
Asset & Wealth Management · Operating Model
Revenue, fee and funds management operating model rebuilt for Australia's leading private wealth manager
Australia's Leading Private Wealth Manager · Revenue, Fees & Funds Management
The wealth manager partnered with us to uplift its operating model across all revenue: advice fees, commissions and funds management, integrating a third-party advice wrap platform, implementing aspects of Iress and updating the ledgers beneath them.
- All revenue
- Fees, commissions & funds management
- Wrap + Iress
- Platforms integrated
- Ledgers
- Updated and reconciled
- To production
- Full test lifecycle delivered
Read the case study
Asset & Wealth Management · Financial Crime
Financial-crime controls rebuilt for the world's largest alternative asset manager
The World's Largest Alternative Asset Manager · Financial Crime Transformation
The firm partnered with us to convert regulatory findings on AML control deficiencies into a resilient financial-crime framework: customer risk assessment, screening, enhanced due diligence and AI-assisted alert reduction, remediated to completion under independent scrutiny.
- 100%
- AML findings closed and evidenced to the independent monitor
- 3
- Control domains rebuilt: customer risk assessment, name screening and enhanced due diligence
- 5
- Interlocking initiatives directed
Read the case study
Our Asset & Wealth Management insights
Perspectives on the decisions ahead.
Get in touch
Speak with a Partner about Asset & Wealth Management.
Talk to us about the decision, opportunity or change your organisation is working through.