Our differentiation

Our differentiation is our domain knowledge, our consulting frameworks and our dedication to complete customer satisfaction.  In addition, our size and simple business model allows us to deliver value at competitive prices

Our mission


Our mission is to help mid- to large US wealth and asset managers, and the service providers that support them, gain competitive differentiation through operating model transformation


Every wealth-reports team possesses years of professional and consulting experience.  The composition of that team will depend on client needs but will likely will include both senior and staff-level consulting professionals working together but each with specialisms in a dedicated area e.g. organizational design, sales and distribution, portfolio construction and management, process re-engineering, IT technical and data services, project management, legal / DOL etc. 

We are dedicated to our clients base and are proud that so many return to us for continued work.  We are committed to their goals and work hard to earn their loyalty every day.

wealth-reports provides consulting services to wealth and asset managers and the service providers that support them.  Our experts deliver insights and advice, and product, program and platform services to help our clients achieve competitive differentiation through operating model transformation.

Our consultants are industry-leading domain experts - senior business and technology professionals who understand the details of sales, financial planning, research and assembly, portfolio construction and investment management, compliance, brokerage and banking, and custody and reporting.

Our goal is to work with our clients to jointly identify and enable operating models that fulfill the needs of all stakeholders, including advisors and portfolio managers, end-clients, employees and business managers and owners.

capabilities and insights into

Competitive dynamics and differentiation

Strategic product mix, operating model financials and profit optimization

Client, advisory and operational experience

Client relationship management

House-holding, segmentations, channel strategies

Product and program assessment and development

Open and closed architectures

Asset registration, location and allocation, 

Investment selection and due diligence

Financial and goals planning

Investment and portfolio management

Trading, clearing and custody

Investment advisory platforms

Performance measurement and attribution

Fees, commissions and billing

Portfolio and trust accounting

Securities movement and control

Client, management and operational reporting

Compliance and surveillance

why operating models matter

On average, wealth and asset managers allocate one third of their budgets to practice management, operations and IT. Yet, in many cases, those capabilities do not receive the attention they deserve and many operating models evolve piecemeal, without being explicitly anchored to the company’s vision or strategy.  This approach limits not only middle- and back-office efficiency but also represents a significant drain on strategic agility and front-office productivity

about us