Wealth and Asset Management

Digital disruption is transforming wealth and asset management, while regulatory pressures have increased cost and complexity. Through focus on digital trust, API and transformation strategy, Capco helps clients optimize operations and reap the opportunities of the digital age.


Capco Digital

Business Change and Cost Transformation

Business Change and Cost Transformation

Business Change and Cost Transformation

Finance, Risk and Compliance

Finance, Risk and Compliance

Finance, Risk and Compliance

Data and Technology Solutions

Data and Technology Solutions

Data and Technology Solutions

Technology Delivery

Done deed. Capco masters a massive transformation of a global wealth manager

Success stories

Done deed. Capco masters a massive transformation of a global wealth manager

Capco transforms a global wealth management client - reducing costs, improving capabilities, and increasing regulatory compliance.
Client onboarding capabilities for wealth

Capco Thoughts

Client onboarding capabilities for wealth

A successful, efficient onboarding experience is paramount to building a strong foundation for the client relationship. The onboarding process is the first experience that a client will have with your firm and is integral to driving time to revenue. With the unprecedented change in industry regulation, firms are rapidly outgrowing legacy client onboarding capabilities.
Transformative nature of artificial intelligence (AI) in wealth management

Capco Thoughts

Transformative nature of artificial intelligence (AI) in wealth management

Artificial intelligence (AI) is the power of a machine to copy intelligent human behaviour. AI technology has made substantial progress over the decades, as evidenced by the continuous increase in the number of vendors of AI solutions.
Digital Risk Management

Capco Thoughts

Digital Risk Management

How secure is your digital wealth operating model? The Wealth Management industry is undergoing an unprecedented wave of digital transformation. Wealth Managers are transforming their operating models and underlying infrastructure to be fit for purpose in a digital age.
What’s New in Wealth in 2017? or the wealth landscape

Capco Blog

What’s New in Wealth in 2017? or the wealth landscape

In 2016, the impending DOL Fiduciary Rule, an influx of fintech acquisitions and partnerships, and speculation surrounding the U.S. presidential election made headlines in wealth management. As regulators and fintech innovation continue to shape the financial services industry, Capco anticipates that five major trends will direct wealth management in 2017.
Potential and limitations of virtual advice in Wealth Management

Capco Institute

Potential and limitations of virtual advice in Wealth Management

Technological developments and changing customer preferences are placing demands upon the classic way that private banking clients and wealth management are advised by banks. This article analyzes how the traditional advisory model, whereby the client adviser and the customer interact in the form of a personal dialogue, could be altered by means of virtual advisory models.
Robo-advice 2.0

Capco Thoughts

Robo-advice 2.0

Millennials are the investors of the future - wealth managers (wealth industry) need to adapt or will get left behind.

People in Wealth and Asset Management

Christine Ciriani

Christine Ciriani

Managing Director of Capco Switzerland
Ashwin Gadre

Ashwin Gadre

Capco Partner

Nick Jackson

Nick Jackson

Capco Partner