Wealth managers occupy a unique position as highly trusted advisors to clients and must often also manage assets and provide broking services. Backed by our flagship Krutham Top Private Banks and Wealth Managers annual project, we support wealth managers to analyse their markets and develop strategy.
Examples of our work.
We helped the wealth division of a major South African bank to redevelop their strategy from the ground up, drawing on extensive primary research, market analysis and change management.
We helped a major insurer looking to enter the wealth management market with a detailed analysis of the marketplace, opportunity set and product gaps. We undertook detailed primary research and analysis and provided ongoing support to develop a market entry strategy.