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 customize solutions to these challenges, driving operational excellence and enabling the growth of your business.

Our firm is widely recognized 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 specialized 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

November 25, 2024

FAQ Guide on the Use of AI for Financial Crime Compliance

Ask financial crime professionals what the most challenging part of their job is, and most will likely say it is the timely identification of suspicious activity. As much as companies have worked to improve their detection capabilities given their compliance obligations, their desire to protect their reputations and their understanding, as corporate citizens, of the...

Our Services for Wealth and Asset management

Our wealth and asset management consulting advisors provide solutions tailored to your organization's unique needs in the following areas:

Featured insights

Client Story

May 2, 2024

User-Centric Design, Accelerated by AI, Unlocks Digital Experience for Women’s Bond Club

Protiviti collaborated with WBC members and non-members to collect feedback, design, and develop a user-friendly, intuitive site. We assisted in the modernization of the site’s utility and architecture to enhance engagement. Leveraging existing technologies and an agile approach, we seamlessly integrated AI into site.
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