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

Dan Stummer

Dan Stummer

Capco Partner

"Always do what you are afraid to do."

Nourdine

Nourdine

Principal Consultant
Julien Blanchet

Julien Blanchet

Capco Partner
Re-inventing retirement: DoL rules to redefine wealth management

Capco Blog

Re-inventing retirement: DoL rules to redefine wealth management

No wealth manager wants to walk away from $7.2 trillion retirement assets with a predicted 9% CAGR, but the transformation to reach compliance is enormous.
Acquiring The Millennial Customer

Capco Thoughts

Acquiring The Millennial Customer

Millennials are entering their prime earning years, and their investable assets are expected to grow to $11.3T by 2030, a staggering 15% compound annual growth rate. They are poised to become the driving force of the U.S. economy. Banks need to redefine their wealth management approach to focus on a new generation of investors.
Wealth Management

Capco Thoughts

Wealth Management

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