Who We Work With

We are specialists for the asset and wealth management industry. No one matches us for the sheer number of consultants with specific expertise in this sector.

As well as the businesses themselves, we work with the intermediaries, platforms and service providers who form a crucial part of a dynamic industry.

Asset Managers

We started life as a business offering asset management strategic advice and technical expertise. We now work with over 130 asset managers across the globe, including 21 of the top 25.

Wealth Managers

We work with some of the most prestigious wealth managers in the world, covering private banking, wealth solutions, discretionary fund management and family office services.

Intermediaries and Platforms

We support any service that helps asset and wealth management function more effectively gets our support. We work with advisors, platforms, clearing houses, exchanges, utilities and brokers around the world.

Service Providers

We’re in the unique position of having worked with the majority of the world’s major service providers and can provide fresh and independent insights.

We work across all major asset management centres, spanning 5 continents and over 25 countries.

We shape the future of the industry through our expert knowledge and advice in areas such as new generation operating models, digital transformation and new regulation management.

We deliver for our global clients by coordinating our local expertise in a seamless global team.

We offer unique intellectual property including unparalleled benchmarking data, methodologies and accelerators.