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 Adviser 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 - Capco Partner

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

Dan

Dan

Managing Principal

"Always do what you are afraid to do."

Julien Blanchet

Julien Blanchet

Capco Partner
Christine Ciriani

Christine Ciriani

Capco Partner

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

Wealth Management Client Onboarding

Capco Thoughts

Wealth Management Client Onboarding

Client Onboarding. What exactly is it? Are there issues you either haven’t considered or not yet addressed?
Wealth Management’s Digital Revolution

Capco Thoughts

Wealth Management’s Digital Revolution

Relationship Banker: Journal of Product and Pricing Lifecycle Management, Spring 2014
Surviving the UK’s pension revolution

Capco Blog

Surviving the UK’s pension revolution

What do the new UK pension reform rules mean for insurers and wealth managers?