Wealth & Investment Management (WIM)

Winning with wealth and investment management businesses in an era of growth, structural change and complexity

Investment services
Investment services firms thrive on specialist capabilities, service excellence, efficiency and scale. Numerous trends affect these drivers, including regulatory changes, evolving service models, expanding custodial services and exponential growth in alternative investments.

We work closely with prime brokers, global custodians, fund administrators and investment managers across institutional client onboarding, data management, project management, operational excellence, and business and technology strategies. Solution offerings include:

  • Business model expansion – service offering analysis and strategy, core capabilities development, re-engineering
  • Middle office outsourcing – efficient process engineering, rationalization and harmonization of shared services, and service expansion, including collateral management
  • Client onboarding – institutional client transition to outsourced service solutions, revenue acceleration

Helping clients succeed
Capco’s domain expertise translates into success for our clients. Specific projects include:

  • Helping a U.S. bank’s wealth management division improve productivity in its customer relationship management system, governance and end-to-end processes
  • Developing an enterprise rewards strategy for a U.S. national bank
  • Designing a new web platform for an international asset manager
  • Implementing a client reporting solution for a leading global asset management firm
  • Developing a five-year transformational road map for a wealth manager
  • Helping a U.S. bank identify opportunities to improve its operating margin
  • Designing a retail securities processing model for an international investment management firm
  • Providing technology and PMO support to a global private bank as it established new booking centers in London and Singapore

The challenges of today’s fast-moving wealth and investment management market create enormous opportunities for institutions that can consistently provide excellent and cost-effective customer service. Helping them do so is one more way in which Capco is forming the future of finance.