Wealth management consulting services

In today's evolving financial landscape, investors increasingly prioritise purpose-driven wealth management, demanding both financial returns and meaningful impact. Our approach combines data-driven insights with sustainable practices to deliver value across environmental, social, and financial dimensions.

We believe the future belongs to wealth and asset managers who demonstrate measurable societal impact while building resilient, forward-thinking investment strategies.

Working together

Our global team brings together regulatory specialists, strategic advisors, and technical innovators with proven experience across the financial services sector.

We combine deep industry knowledge with practical solutions to help you navigate today's challenges and capture tomorrow's opportunities.

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Transforming your business

Mobilising the transformation capability needed to deliver a new strategy, developing products and services that meet new client demands, achieving efficiency and cost reduction, and post-transaction integration support.

Exploring digital solutions

Technology strategy that can support growth, implementing agile, product-based operating models, achieving effective outsourcing relationships, and complex engineering and technical delivery

Delivering data and AI strategies

Data strategy, designing and implementing enterprise data solutions, data management and governance and implementing generative AI solutions across the different stages in the value chain.

Ensuring compliance and managing risk

Strengthening risk and compliance frameworks to deliver Consumer Duty obligations and Assessment of Value, while enhancing operational resilience through RegTech and AI controls, addressing sustainability and vulnerable customer protection.

Focusing on the customer

Delivering exceptional customer value through strong board leadership, implementing customer-focused operating models, creating standout digital experiences, and building a skilled workforce that puts customers first.

Building digital trust and cyber protection

Working across the whole spectrum of financial crime, cyber risk management and fraud prevention, including security architecture, testing and assurance and data privacy, ethics and protection