Capco Identifies Expansion Opportunities for International Wealth Management Firm

Capco helps firm to expand its offshore banking and investment services beyond core markets.

Our client sought to identify geographic expansion opportunities and the most appropriate market entry strategy for each one.

We undertook a comprehensive review of the size of the offshore wealth market and the regulatory and exchange rate environment in 12 countries, and analyzed the economic attractiveness, recruitment market and competitive environment in a total of 40 territories. A robust filter process allowed the client to update and apply the analysis to other countries, market segments or product areas.

Benefits

  • Three prioritized markets, each with market-entry strategies