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Who We Work With

We are specialists for the asset and wealth management industry. No one matches us for the sheer number of consultants with specific expertise in this sector.

As well as the businesses themselves, we work with the intermediaries, platforms and service providers who form a crucial part of a dynamic industry.

  • Asset Managers  We started life as a business offering asset management strategic advice and technical expertise. 

  • Wealth Managers  We work with some of the most prestigious wealth managers in the world, covering private banking, wealth solutions, discretionary fund management and family office services.

  • Intermediaries and Platforms  We support any service that helps asset and wealth managers function more effectively. We work with advisers, platforms, clearing houses, exchanges, utilities and brokers around the world.

  • Service Providers  We’re in the unique position of having worked with the majority of the world’s major service providers and can provide fresh and independent insights.


“Ryan executed a complex development. Initially is was intended to be a VBA project, but extended beyond that requirement.  Ryan was able to handle the change in requirements and was excellent in his efforts.”

— Andy, Risk Advisory

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