Asset & Wealth Management

Securing your future with trust and confidence

Asset management consulting services in Switzerland

As an asset manager, you know firsthand the challenges of market volatility and expectations to provide returns for investors in an efficient and controlled environment. Distributed workforces, remote work environments and antiquated operations have added to these challenges. The result has been increased scrutiny by investors / asset allocators, profitability limitations due to fee constraints, limitations of middle and back-office technology platforms and processes, and increased distribution channel pressure.​ Recent regulatory landscape changes have increased the need for robust compliance and governance frameworks, while stakeholders expect cost reductions and effective processes. ​

At Protiviti, we partner with you to customise solutions to these challenges, driving operational excellence and enabling the growth of your business. 

Our firm is widely recognised for delivering on the four characteristics needed to succeed in the face of disruption: human capital, flexible workforce, right-sized technology solutions, and innovative processes. Together with Robert Half, the world's first and largest specialised talent solutions firm, Protiviti offers the unrivaled combination of consulting expertise with Robert Half’s deep pool of highly skilled and experienced professionals to solve your business challenges using our unique, flexible delivery models.

Asset management consulting services in Switzerland

Infographic | 2024 Top Risks in the Wealth and Asset Management Industry

Identify top risks in wealth & asset management: inflation, market volatility, cyber risks, and more shaping the industry's future.

Securing your future with trust and confidence

Our firm is widely recognised for delivering on the four characteristics needed to succeed in the face of disruption: human capital, flexible workforce, right-sized technology solutions, and innovative processes. Together with Robert Half, the world's first and largest specialised talent solutions firm, Protiviti offers the unrivaled combination of consulting expertise with Robert Half’s deep pool of highly skilled and experienced professionals to solve your business challenges using our unique, flexible delivery models.

Our services for asset wealth management

Our asset management consulting advisors provide solutions tailored to your organisation’s unique needs in the following areas:

THOUGHT LEADERSHIP

Leadership

Dr. Milena Danielsen
Strategy planning & implementation Leadership sparring partner Next gen organisations & ecosystems. Milena is a highly skilled leader with a passion for changing and challenging environments. She has more than 15+ years of experience of ...
Matt Liang
Next gen IT internal audit Next gen IT risk, control Cloud and cyber securityMatt is our IT risk, control and IT internal audit specialist with considerable blue chip company experience of effectively delivering projects associated with various risk management ...
Ennika-Anneli Võrk
Next Gen business intelligence & data Innovation & client experience Business performance improvement Ennika is skilled in international PMO, design thinking and classic & agile project management. Having worked in several financial institutions ...
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