Private banking and wealth management

Our dedicated team has the expertise, insight and global reach to help you turn a rapidly changing business and regulatory environment to your advantage.

Private banking and wealth management businesses are striving to sustain revenues and trusted relationships in the face of the pressure on trading volumes and the potential for client disillusionment emanating from the financial crisis.

Businesses are also facing pressures on costs, tougher regulatory controls and demands for greater transparency.

At the same time, the current environment offers agile wealth managers an opportunity to upgrade their business strategies, people and processes and capitalise on gaps in the market.

Our dedicated team is one of the leading advisors to private banking and wealth management businesses in the UK. We work with a variety of clients within the industry to help them accelerate and embed sustainable business.

We offer and operational model improvements to their revenue growth and cost performance and to assure their financial, tax, risk, regulatory compliance and reporting obligations.

We work across all the various business models within the industry ranging from private banks and affluent divisions of retail and commercial banks, global private banks with investment banking arms, dedicated private banks, private client asset managers, family offices, independent financial advisors and stockbrokers.