Long Term Savings and Investments

Elevating you through the challenging times

From smart automation and digital insight to demystifying and democratising pensions and investments, we’ll help you exceed the expectations of your clients. We bring together industry professionals with actuarial, operational and ESG specialists. So you get the authentic and original ideas to improve customer, employee and stakeholders demands. We’re pragmatic and we focus on the real challenges affecting your business, adapting our approach to do what’s right for you.

  • star with tick mark inside

    Transformed the moments that matter

    We saw where operational modernisation could create a positive impact to customer service and employee experience, and used the resulting transformation to put customer needs first

  • Cog icon with rotating arrows

    Drove 17% efficiency boost

    We developed and implemented new people, process and technology solutions to free up capacity and investment. The results have transformed client service and experience

  • star in award wreath

    Boosted risk confidence and control

    We redesigned risk management training to bring capabilities up-to-date and foster closer collaboration between frontline teams and risk and compliance specialists

Logo background

Our Insights

Business woman in front of trees

Four steps to prepare for CSRD and the niche challenges for wealth and asset managers

We outline four steps financial institutions should take to tackle CSRD reporting and highlight specific considerations for wealth and asset managers.

Read more
Two businesswomen having a discussion at a desk

UK Wealth and Retirement Market Survey

Our report canvases views from clients within the Wealth and Retirement sector to understand trends in strategic trajectory and organisational changes across the sector.

Read more
Woman in the mountains

Using capital markets to drive sustainable outcomes

Emily Farrimond is joined by Simon Abrams, Baringa, and Ian Simm, CEO and founder of IMPAX Asset Management.

Read more
Professionals having a meeting

The changing world of asset management

Asset Managers are facing unprecedented industry shifts and developments. As a result, they have been forced into fundamentally rethinking their business.

Read more

Our Impact

A person looking at data on a tablet

Salesforce transformation at global wealth management company

How we defined and delivered a new digital operating model across UK and Asia powered by Salesforce.

Read more

Our Experts

8989

Katharine Williams

Partner, expert in Long Term Savings and Investments

Contact Katharine

Subscribe to our Financial Services Newsletter

Get industry news and trending topics direct to your inbox each month

Subscribe now
Certified B Corporation logo Best Workplaces for Wellbeing Award Great Place to Work UK 2024 Financial Times UK's Leading Management Consultants Award 2024

Join an award-winning place to work

Explore Careers at Baringa
Female employee with logo background

Contact us

Find out what we can do for you...

Get in touch

Are digital and AI delivering what your business needs?

Digital and AI can solve your toughest challenges and elevate your business performance. But success isn’t always straightforward. Where can you unlock opportunity? And what does it take to set the foundation for lasting success?

Find out more