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Wealth Management & Insurance

We have deep expertise in Wealth Management, Life and Pensions, Retail Investments and General Insurance. In the Wealth Management and Insurance Team we use our industry experience to help our clients address their issues around: 

  • Practical execution of corporate and business unit strategy
  • Revenue and customer growth, including customer propositions (both end customers and intermediaries) and distribution including digital transformation
  • Strategic cost reduction, business efficiency including strategic sourcing  
  • Delivering regulatory commitments around Pensions, Distribution, MiFiD II and GDPR
  • Helping clients manage their operational risk including Cyber Security  
  • Design and implement Target Operating Models, Leadership programmes and the People aspects of large change programmes.

Our Team

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