We conduct a wide range of projects for our clients. Our recent projects include:

  • Studies to identify trends in Social Media usage in the HNW sector.
  • Studies to identify the key drivers of female wealth in major EU countries.
  • Study to quantify the opportunity for "execution only" portfolio management service.
  • Studies to understand the potential acquisition opportunities arising from RDR.
  • Market sizing of HNW sectors in UAE, UK, Netherlands, Spain, Poland, France, Sweden for multinational investment managers.
  • Assisting management to identify “quick wins” for AuM growth.
  • Client satisfaction and retention studies for a major UK Private Bank.
  • Strategy development for entry to UK HNW sector for EU Private Equity house.
  • Market assessment for a specialist sports car company.
  • Development of a 5 year strategic plan for the UK wealth management subsidiary of a continental European bank. 
  • Client acquisition process review for the UK subsidiary of a Swiss Private Bank.
  • Feasibility studies for an on-line wealth management service.
  • Assisting the management team in the development of new distribution channel strategies for the HNW sector .
  • Feasibility assessment and implementation plan for a new wealth management product . 
  • Client profitability model design and assessment at a UK Private Bank. 
  • Competitor strategy and marketing analysis for a multinational bank.