Retail & Private Wealth Management
We work with asset managers to reengineer or develop new investment offerings – advice-embedded fund products, wrap fee offerings, annuity portfolios, funds of funds vehicles – to capitalize on evolving opportunities in the retail and high net worth markets. We provide assistance to:
- Determine marketplace needs for wealth management solutions within multiple client segments, channels, and international locales
- Strategically position individual programs for successful market entry and financial advisor adoption
- Identify alternative distribution opportunities, including new direct and intermediated outlets, to penetrate markets and leverage critical mass
- Develop enhanced fee-based advisory and separate account management capabilities to improve the delivery of institutional-grade services in fund, VA/ unit-linked, & private client solutions
- Establish competitive portfolio construction capabilities – liability-driven asset allocation, manager selection, differentiated portfolio management
- Benchmark offerings against peers and evolving trends in the market and devise product positioning and marketing strategies
- Implement new sales management for disciplined approaches to revenue growth
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
