Strategy & Operating Model
Operating Model Definition, Bid Support & Management and Market Review
A fully independent consultancy you can trust. We provide impartial, tailored and valued advice and expertise across Wealth Management.
As industry experts we understand the importance of defining and executing strategy. By focusing exclusively within Wealth Management we offer you unique insight and recommendations to achieve your mission. Our consultants work across the industry to develop your propositions, business and technology architecture and operating models.
Our services include:
- Market Reviews
- Strategy Definition
- Current, Transitional and Target Operating Models
- Bid Management Support (Buy & Sell Side)
- Strategy Execution
Our range of tools allow you to navigate a rapidly evolving technology and regulatory landscape. We create solutions that deliver your short and long-term business goals.
