Simplifying operating models for competitive advantage 


The client:  A well-established asset management company providing investment strategies to wealth managers also offered wealth management services through a turnkey asset management platform (TAMP). When the leadership team decided to sell the TAMP it turned to wealth-reports...

Managing a major technology vendor switch


A large wealth sponsor with both a trust / wealth and bank brokerage division engaged wealth-reports to provide advisory support with the implementation of a new wealth management platform.


We provided an independent and informed perspective to the change program, adding clarity, insights and risk-based solutions for both the bank and its technology partner.


Specifically, we assisted with the development of business and systems requirements (including new vendor trust capabilities, for P&I accounting and Reg 9), creation of a significantly more potent service level agreement and a framework that allowed the bank to centralize aspects of its operational processing.

case studies


Enabling the "One-Wealth" bank


The client: A well-respected regional bank decided to to modernize and standardize its client experience and wealth management disciplines across all lines of business (bank brokerage and wealth / trust).  The firm asked wealth-reports to identify a target operating model...

Implementation support services


Change management: clear definition of strategies and tactics for business, technology and other sponsors to ensure a successful implementation
Program and project oversight: experience-based counsel and insights to avoid pitfalls and overcome project challenges
Risk mitigation planning and problem solving: identification, evaluation and resolution of implementation vulnerabilities and risks
Capacity and subject matter expertise: additional, highly informed intellectual capacity to resolve challenging issues and problems
Competitive insights: extensive knowledge of how alternate process and technology configurations can deliver efficiency, scale

Operating model definition and road mapping support


We deliver practical solutions to resolve challenging client experience, operational, processing, scalability and technological problems and identify opportunities for new and improved client experiences, service levels, operational efficiencies and technological rationalization. We provide clear details of requisite activities, execution risks and rewards, and cost benefits.


We typically work on a shorter-term, fixed price project basis.

Insights for competitive differentiation and market leadership


We deliver insightful reports and bespoke client assessments providing market and competitive intelligence which reveal opportunities for operating model-led differentiation and leadership.


We typically work on a longer-term, retainer basis.

(wealth-reports)

our services