Patpatia & Associates was founded to help preeminent financial services firms to unlock the value of emerging business opportunities.
Our mission is to serve as change agents, collaborating with senior management to launch new ventures and reposition existing businesses. Patpatia & Associates professionals apply our unique intersection of operating experience and industry knowledge to successfully drive business implementation.
Focused Exclusively on the financial services, we deliver actionable, custom solutions across markets and channels:
Asset Management at Insurance Companies
Review the latest installment of our analysis of the global asset management practices of insurance companies and the asset managers that service them.
Advice-Embedded Solutions
Find out how a broad array of wealth managers are deploying new liability-driven managed money platforms, including retirement income vehicles.
About Patpatia
Patpatia & Associates has a depth of experience promoting growth and capitalizing on market opportunities in the financial services industries through the launch of new ventures or the repositioning of existing businesses.