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Financial services
Regulatory change, mistrust of legacy institutions and technology-led disruption have created challenges for incumbent players in the financial services industry. With this, opportunities have arisen for entrepreneurial, capital-light businesses to take share and profit.
We have worked with businesses across insurance, lending, wealth & asset management and payments industries to help them benefit (or defend themselves) from these trends.
We use our industry knowledge and sector expertize to help management teams and investors understand change and identify areas of profitable growth. Our highly analytical and research-driven approach helps our clients understand competitive and market dynamics in order to make successful evidence-based strategic decisions.
Wealth and asset management: Our experience covers financial advisory firms, asset managers, investment support services and technology.
Insurance: We have significant experience working with businesses operating in a variety of areas along the insurance value chain including broking, underwriting and administration services.
Lending: We have conducted numerous engagements working with distribution-focused businesses including finance brokers, support services and technology providers. In addition, we have conducted strategy development work on the lender-side.
Servicing and payments: Our previous engagement experience covers ePOS, card payments, foreign exchange and loan servicing.
Wealth and asset management: Our experience covers financial advisory firms, asset managers, investment support services and technology.
Insurance: We have significant experience working with businesses operating in a variety of areas along the insurance value chain including broking, underwriting and administration services.
Lending: We have conducted numerous engagements working with distribution-focused businesses including finance brokers, support services and technology providers. In addition, we have conducted strategy development work on the lender-side.
Servicing and payments: Our previous engagement experience covers ePOS, card payments, foreign exchange and loan servicing.
Buy and build strategy and bolt-on due diligence: We support financial services companies undergoing acquisitive growth. Work typically involves validating and developing buy and build strategies to acquire scale and capabilities within relevant markets.
Communication of complex value chains: Many past projects have required us to research, understand and simplify highly complex business models in multi-dimensional markets, and to explain the value in a business proposition to audiences which are not necessarily finance specialists.
International market positioning: Financial services market conditions vary widely across different geographies. We have extensive experience in understanding local market dynamics and regulatory environments across Europe and the US.
Market opportunity: We have developed proprietary market models to analyze historic and forecast trends across financial services. These include markets with varying size, complexity and data availability from the very large (UK mortgage market forecasting) to the niche (ABTA and ATOL bond markets).
Buy and build strategy and bolt-on due diligence: We support financial services companies undergoing acquisitive growth. Work typically involves validating and developing buy and build strategies to acquire scale and capabilities within relevant markets.
Communication of complex value chains: Many past projects have required us to research, understand and simplify highly complex business models in multi-dimensional markets, and to explain the value in a business proposition to audiences which are not necessarily finance specialists.
International market positioning: Financial services market conditions vary widely across different geographies. We have extensive experience in understanding local market dynamics and regulatory environments across Europe and the US.
Market opportunity: We have developed proprietary market models to analyze historic and forecast trends across financial services. These include markets with varying size, complexity and data availability from the very large (UK mortgage market forecasting) to the niche (ABTA and ATOL bond markets).
The Growth Paradox
For the best part of a decade, the wealth management industry has remained a growing and profitable market, offering high levels of recurring revenue. However, with large-scale macroeconomic disruption expected in the wake of the COVID-19 pandemic, investors and management teams must ensure that these businesses are positioned to remain competitive and valuable.
