Strategy & Advisory

Our insight helps you plan for the future.

To think strategically you need perspective. You need to know what your rivals are up to, how your customers’ needs are changing, and how regulation might impact your business.
Because we work with asset and wealth managers, and providers, across all the major financial centres, we’re able to show our clients the broader picture.

We bring comprehensive insight into customer trends, new products, the regulatory agenda, and competitive threats and opportunities.

Our wide experience gives us insight

We have specialist expertise across financial centres and across the asset management value chain. By continually pooling our knowledge, we are uniquely well positioned to keep clients on the front foot in terms of the industry developments that might impact their business.

From our privileged position in the investment management industry, we offer our clients a unique perspective on which to base the decisions they take to manage their business and connect with the market.

We don’t just monitor thinking, we lead it

We do not simply support the investment management industry but are part of it. We generate thought leadership across all areas of our business and strive to be at the forefront of industry developments.

We help clients navigate the future

We can’t predict the future but we can help our clients prepare for it. We closely monitor industry developments and advise our clients on meeting new challenges.

Our strategic advice for clients benefits from the huge breadth of client experience we bring from across the market.
Stuart McNulty, UK Chief Executive Officer
Recent Strategy & Advisory projects include:

September 20, 2016

Aiding a Global Asset Manager to review their best execution operating model to identify ‘gaps’ to current regulations, forthcoming MiFID II requirements, and industry best practice


September 20, 2016

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model

Strategy & Advisory highlights

  • Thought leaders
  • Industry specialists
  • Global team and global perspective
  • Insight across the value chain