Capital Markets

Asset and Investment Management

Since the Financial Crisis, Asset & Wealth Management firms have faced a series of far-reaching challenges ranging from broad regulatory change and scrutiny regarding conduct, to addressing the increased need for operational effectiveness and heightened competition & customer expectations.

After a period of retrenchment and consolidation in the industry, there is cause for optimism. Opportunities exist where traditional business models are being challenged by new entrants shaking up the market; and established players are using taking the opportunity to look at how they achieve scale whilst ensuring that the products they offer meet client needs. Further emerging regulation and the increasing influence of technology both in the provision of services and investment advice will result in widespread and continued change in an increasingly competitive market.

Baringa Partners has developed a reputation across its Asset & Wealth Management clients as a transformation partner of choice due to our deeply experienced and committed consultant pool who deliver innovative, pragmatic solutions to address these opportunities and challenges.  Our extensive client base covers many of the major Tier 1 Asset Managers, Private Banks and Wealth Managers as well as the Asset & Wealth Management divisions of the major Universal Banks in the UK.

Our Capabilities

We can help you succeed with this change in these areas:

  • understanding the impacts of impending regulatory change
  • supporting critical programme mobilisation and delivery
  • Process Transformation across the full Wealth and Asset Management value chain
  • Operating Strategy and Target Operating Model design
  • Customer-centric Digital strategy, design and delivery
  • cost reduction and simplification.

Please find below a quarterly update on key timings and trends. Your guide to critical regulatory milestones over the next 24 months, analysis of hot topics and emerging regulatory trends.

 

Please download the guide here.

Contact us for further information

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