Asset & Wealth Management

Secular shifts in fees, distribution and product design continue to reshape the asset and wealth industry. Servicing, custody and fiduciary functions are critical infrastructure as private markets expand and workplace savings deepen. Closely connected to the technology-driven WealthTech ecosystem, this vertical centres on the regulated institutions, fiduciary operators and service providers managing and safeguarding client assets.

We support managers, platforms and service providers on consolidation, capability expansion and capital solutions. The remit includes pensions/retirement and workplace platforms, as well as REITs and real‑estate owners when mandates are vehicle‑ or servicing‑centric.

What We Cover

• Asset managers: traditional & alternatives, product platforms, distribution
• Wealth platforms & custody: adviser networks, client platforms, safekeeping
• Pensions & workplace savings: accumulation/decumulation, plan admin, trustees
• Servicing & admin: fund admin, transfer agency (TA), registrars, fiduciary & corporate/trust services
• REITs & real‑estate owners: vehicle capital‑markets, servicing interfaces