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 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.

Executive Perspectives on Top Risks for 2024 and 2034

The 12th annual Top Risks Survey report highlights top-of-mind issues for directors and executives around the globe over the next year - 2024 - and a decade later – 2034.

Our Services for Asset & Wealth Management

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


Mike has more than 20 years of experience focused on financial services, regulatory risk and compliance matters.  Prior to joining Protiviti in January of 2004, Mike was a Regulatory Relationship Manager for a Top 10 U.S. bank holding company, where he was the ...
Sean Gleason is a Managing Director with Protiviti functioning as Head of Asset & Wealth Management. Sean has over 20 years of experience providing Advisory Services to global financial institutions. In this role, Sean works closely with senior management in areas ...