Globalization and regulatory compliance are changing the wealth and investment management industry

We help you retain the competitive advantage and disrupt the traditional wealth management industry as we know it.


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Areas of specialization

Financial Advisor Strategies

We offer integrated strategies that incorporate customer relationship management, suitability, portfolio management, pricing transparency, and financial planning.

Online, Mobile, and Tablet Strategy and Integration

We achieve a consistent multichannel client experience.

Cost-Saving Solutions in the Middle and Back Office

We reduce your costs and your risks, while improving regulatory compliance.

Bank and Brokerage Convergence

We offer product cross-sell and bundling approaches, and operating model synergies.

Regulatory Changes

We tell you which regulatory changes apply—including tax regulations (like the Foreign Account Tax Compliance Act or FATCA), know your client (KYC), and Dodd-Frank Title IX fiduciary responsibility.

Advanced Portfolio management and Managed Account Solutions

We plan and implement the architecture for separately managed accounts (SMAs) and unified managed accounts (UMAs).

In-Retirement Offerings

We offer products and services that address the shifting requirements of the ageing population away from wealth accumulation to wealth preservation, income management, and wealth transfer.
Christine Ciriani

"We have the people and know-how to adjust global operating models to meet your regional requirements."

Christine Ciriani - Managing Director of Capco Switzerland

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.

People in Wealth & Investment Management

Andrew

Andrew

UK Head of Wealth Management and Banking Services
Christine Ciriani

Christine Ciriani

Managing Director of Capco Switzerland

"We have the people and know-how to adjust global operating models to meet your regional requirements."

Julien Blanchet

Julien Blanchet

Capco Partner
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, is integral to driving time to revenue for your firm, and with the unprecedented change in industry regulation, firms are rapidly outgrowing legacy client onboarding capabilities. As individuals become more dependent on the conveniences of the digital world, and banks strive to remain ahead of the curve, client onboarding becomes a natural candidate for improvement.
Retirement DNA Modification

Capco Thoughts

Retirement DNA Modification

The Department of Labor’s (DoL’s) Revised Fiduciary Standard is poised to strike the core DNA of how investment firms and wealth managers will operate going forward. A complete overhaul of ERISA, the Revised Fiduciary Standard puts pressure on Wealth Managers to keep the best interest of the client: investment advice is a fiduciary contract which opens up advisors to legal recourse for non-compliance.
Optimizing the Wealth Management Operating Model

Capco Blog

Optimizing the Wealth Management Operating Model

The wealth management industry is at a crossroads. Evolving client needs, disruptive technology and general cost and regulatory pressures are putting a strain on overall profitability.