Regulation and market maturity mean winners can keep winning – if they avoid big mistakes
Wealth management is domestically focussed but regulation – and the need for optimal scale – is challenging players across many countries to re-think operating models, the approach to consumer engagement, the interaction with financial advice and inorganic growth strategies.
NMG works with wealth managers including pension administrators, platform providers and financial advice firms to navigate this changing environment with a focus on inorganic growth, distribution, marketing and market participation strategies.
For more information on how NMG can help transform your wealth management business, contact one of our partners or consultants below.
Industry funds’ dominance of Australia’s retirement system is widely acknowledged, though their infiltration of the HNW segment has stayed largely under the radar. This poses new challenges for retail competitors.
The recommendations of the Quality of Advice Review would force large institutions back to the table on advice, re-define digital advice models and have significant flow-on implications for customer-facing channels.
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Jane leads NMG’s custom insights practice in London. She is responsible for NMG’s qualitative and quantitative bespoke client studies in the UK and Europe, with a specialist focus in wealth and asset management.
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Oliver leads NMG’s North American operations and is focused on the wealth management, asset management and pensions industries. He works closely with senior management teams and boards on M&A engagements and strategic…
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Hamish is responsible for NMG’s global insights practice. He has extensive experience in the asset management, wealth management and insurance industries, particularly in areas of distribution strategy…
