Today, wealth managers benefit from loyal customers and revenues which, in a bull market, are attractive and predictable. However, the market is not static and there are various customer groups that could benefit from wealth management services. Capco’s market-leading research, strategy and insight is helping clients expand their customer portfolio and prepare for a period of fee compression and volatile markets.

Strategies are shifting, intense price competition is breaking out, buyers are demanding greater transparency, and the market is as dynamic as ever. Capco is equipping asset managers with the tools to prepare businesses for a transformed investment industry landscape.

Segment players as well as value chain owners are continuously challenged by consolidation and technology innovations as the industry evolves. As a result, many service and infrastructure providers are reconsidering their value proposition and investments. Our extensive experience across the wealth and asset management value chain and cutting-edge technologies is helping clients – from service bureaus, transfer agents, fund administrators, and software providers to custodians and TAMPs – to maintain differentiation, scalability, and resilience.