Wealth and Asset Management Securing your future with trust and confidence 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. Research Guide April 29, 2026 153 min read Guide to AI Governance – Frequently Asked Questions Learn more about AI governance frameworks, risks, ROI, compliance and enterprise strategy. Explore key insights in this AI Governance FAQs guide for CFOs, CIOs, CISOs and business leaders. Read more What we do Our services Leadership Insights Our Services for Wealth and Asset management Our wealth and asset management consulting advisors provide solutions tailored to your organisation's unique needs in the following areas: Pro Briefcase Cybersecurity Cybersecurity is a top priority for boards and ERM functions seeking proper visibility and understanding of their cyber threat landscape. We help firms protect data by assessing, developing, implementing and managing end-to-end agile solutions to help you safely grow your business. Pro Building office Transforming the Business Harnessing intelligent data, new technologies and digital tools, we help transform your finance organisations for the future. We partner with you to align people, process, and technology to drive efficiency and productivity, enabling change and creating value for your organisations. Pro Document Consent Internal audit Through our world-class Internal Audit and Sarbanes-Oxley practises, we ensure your IA activity provides the highest value to your organisations, whether you need to employ agile principles and AI to transform your IA function or co-source or fully outsource your Internal Audit and Controls functions. Pro Document Files Operational excellence Our advisors work closely with your key stakeholders to integrate industry best practises and tailor business solutions to help you reduce operating costs, increase productivity and service, build resiliency and reduce the capital required to support business goals and objectives. Pro Document Stack Regulatory compliance Our subject matter advisors use their understanding of global and domestic regulatory landscapes to help you optimise resources and design compliance risk management programmes that are efficient, innovative, and, tech-enabled increasing the effectiveness and decreasing the cost of compliance. Pro Legal Briefcase Risk management Proactive leaders know they must adopt more innovative risk management practises to succeed. We help you leverage emerging technologies, harness data and and maintain a strong control environment so you stay on the leading edge of risk management while improving your bottom line. Pro Location Globe Technology Whether you are looking to automate, modernise, or embark on an end-to-end transformation journey, our technology consulting solutions can help. Our services range from strategy, design, and development through implementation, risk management, and managed services. Pro System Security Sustainability Environmental, Social and Governance (ESG) presents asset and wealth management firms with both risk and opportunity. We partner with firms to evaluate ESG strategy, identify and monitor objectives, manage risk, support sustainable finance programmes, and meet compliance requirements. Featured insights WHITEPAPER Where fraud meets compliance: Building a stronger line of defense 19 min read Efforts by the financial services industry to merge the management of fraud and compliance risk — particularly, but not exclusively, anti-money laundering (AML) risk — have been evolving over the last quarter century. There are examples, frequently... SURVEY No AI visibility, no confidence | AI Pulse - Vol.4 10 min read AI risks are rising fast. Learn about shadow AI, cyber threats, and governance strategies to improve visibility and decision-making in Protiviti’s AI Pulse Survey Vol. 4. PODCAST Risky Women Podcast | Compliance Priorities for 2026 2 min read Dive into top compliance priorities for 2026 — the most unpredictable year yet — with our latest episode, where we explore the evolving landscape of regulatory priorities. Join Kimberley Cole and industry experts Bernadine Reese and Carol Beaumier... WHITEPAPER Compliance Priorities for 2026: The Most Unpredictable Year Yet 16 min read With nearly seven decades of combined experience in financial services compliance, we have witnessed both aggressive and accommodative regulatory cycles—and the transitions between them. Regardless of the cycle, regulators have traditionally focused... SURVEY Simplify for success: Financial services firms must streamline operations, embrace technology enablement 6 min read Download Protiviti’s Top Risks Report 2026 for the financial industry, with insights on AI adoption, cyber threats, regulatory shifts and economic uncertainty. PODCAST Risky Women Radio | Back to Basics in a Deepfake World With Jean Chung 2 min read Welcome to Risky Women Radio, the podcast that spotlights the bold, brilliant women leading change across risk, compliance and governance. In an era where uncertainty has been upgraded from a buzzword to a permanent state of being, we sit down with... WHITEPAPER SIFMA’s Quantum Dawn VIII After-Action Report 3 min read Financial institutions are operating in an environment where severe weather, cyber threats, third-party failures, and infrastructure disruption increasingly collide – forcing leaders to make critical decisions with incomplete information, across... Previous Article Pagination Next Article Featured client stories User-Centric Design, Accelerated by AI, Unlocks Digital Experience for Women’s Bond Club 7 min read Protiviti collaborated with WBC members and non-members to collect feedback, design, and develop a user-friendly, intuitive site. We assisted in the modernisation of the site’s utility and architecture to enhance engagement. Leveraging existing... Quantum computing helps financial services organisation improve portfolio optimisation 6 min read A joint team of quantum computing engineers and financial analysts at this industry leader in digital financial services, led by a forward-thinking CIO, knew they wanted to take advantage of quantum computing to solve unique challenges that could not... Protiviti Supports BTG Pactual’s Expansion into the U.S. Market 2 min read Protiviti is proud to have partnered with BTG Pactual, the largest investment bank in Latin America, as the firm pursued a key milestone in expanding their presence in the United States through the acquisition of a New York federal savings bank, its... Previous Article Pagination Next Article Leadership Owen Roderik Strijland Owen started his career in 1999 as a general ICT consultant in the healthcare and finance domain, through his roles as a change advisor to the executive board for a large insurance/ banking company and his role as manager risk management he encountered a variety of ... Learn more Daphne Manichand Daphne Manichand is an associate director in the internal audit and financial advisory practice in Protiviti’s Amsterdam office. Over the past fifteen years, Daphne has focused here career in internal audit within various financial organizations. Daphne has significant ... Learn more
