The Wealth and Investment Management industry is complex. Managers need to balance regulation, product changes and cost pressures with the growth of their business.

We can support you by bringing together seasoned practitioner experience and specialist market knowledge. We will arm you with the insights you need to develop your strategy and help you make the right decisions for you business.

The Wealth sector is experiencing unprecedented levels of consolidation and our deep sector knowledge can be leveraged to support firms who are involved with, or contemplating, M&A and integration activity.

Our team have extensive experience of M&A activity with Private Equity houses, trade buyers and sellers, and listed firms – we can help you with ‘what good looks like’ and how to successfully deliver your synergies.

The Solve team has led many high-profile transformation and change programmes across the Wealth and Investment Management sectors including the outsourcing of services, new technology implementations, regulatory change and M&A integrations.

We know where the “gotchas” are, and we use our experience to efficiently deliver to time, scope and budget. But equally as important, is the way that we integrate into your business:

The technology and system provider landscape is evolving fast and identifying the right partner for your business is becoming ever more difficult.

By using our deep knowledge of providers and systems across the wealth industry, our team can:

Having a well-defined and clearly articulated proposition ensures your business can deliver a compelling and competitive suite of products which match with your own capabilities and strategy.

Using our deep industry knowledge we will work with you to develop your proposition in line with core business goals. We apply detailed analysis and our understanding of the end-client and regulatory landscape to help you:

Our experience and network can be brought to bear on questions you want to answer. As well as conducting our own research and building a knowledge base on the market and leading participants, we can be engaged to run a bespoke piece of research or market intelligence for you.

We believe in the maxim “None of us is as smart as all of us.” (Ken Blanchard), our research can be a valuable tool to have in the kit bag.