Asset & Wealth 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.

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:

Leadership

Bernadine Reese
Bernadine is a Managing Director within our Financial Services Industry (FSI) Regulatory practice in the UK. Prior to joining Protiviti ten years ago, Bernadine was a Director in KPMG’s Regulatory Services practice. A chartered accountant by training, Bernadine has over ...
Paul Middleton
Paul joined Protiviti in August 2018 and leads our capital markets business in London. Focused on 1st Line trading and risk management initiatives, Paul works closely with our global Solutions to shape advisory, transformation and remediation initiatives across ...
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