Patpatia & Associates can team with you to create or reengineer unique offerings for high net worth, institutional, insurance, and retail clients. We identify opportunities to expand into new global markets and leverage your assets and operational advantages to increase competitiveness and build market share.

We help organizations to evaluate their organizations and business platforms. We provide an independent, expert perspective on business and risk management considerations, as well as guidance on appropriate investment opportunities and sales and marketing approaches.

We have asset management expertise in the following areas:

Retail, Mass-Affluent, and Private Wealth Management

Capitalize on evolving opportunities in the retail, mass-affluent, and high net worth/ family office markets. We work with asset managers to reengineer or develop new investment offerings such as advice-embedded fund products, wrap-fee offerings, annuity portfolios, and alternative asset vehicles. We provide assistance to:

Determine marketplace needs for investment management solutions within multiple client segments, channels, and international locales
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
Benchmark offerings against peers and evolving trends in the market and devise product positioning, packaging, and marketing strategies
Implement new sales management for disciplined approaches to revenue growth

P & A Case Study: Retail Investment Products

View this case study to learn more about how we helped shape a fee-based advisory services platform for a network of investment brokers to compete head-to-head with wirehouse competition.

Institutional Asset Management Markets

We enable money managers at every point in the institutional investment value chain to act on market opportunities through strategic planning, infrastructure development and packaging of investment and portfolio offerings. Among our specialties is our deep focus on the insurance asset management marketplace.

We work closely with financial clients to:

Assess global opportunities and develop firms' strategic approaches gather assets in the face of evolving competitive dynamics
Deploy innovative packaging to efficiently distribute institutional investment offers into new markets — particularly targeting regulated investors (e.g. banks, insurance companies), small foundations, endowments, private banks, trust companies, etc.
Build global sales platforms and liability-driven investment structuring & packaging for optimal cross-marketing of investment strategies
Assemble new business technology & infrastructure platforms to capitalize on market opportunities and enhance service levels
Realign the portfolio management group and develop recruitment & acquisition strategies to build-out of new portfolio management capabilities & improve efficiencies

P & A Case Study: Institutional Asset Management

Find out how Patpatia & Associates enhanced the general account investment management process for a leading life insurance company to increase efficiencies and yield.

P & A Case Study: Penetrating Alternative Asset Classes for Total Return and Lower Risk

Patpatia & Associates helped a multi-national insurer diversify its general account portfolio and improve its risk exposure.