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.
Our Services for Asset & Wealth Management
Harnessing intelligent data, new technologies and digital tools, we help transform your finance organizations 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 organization.
Through our world-class Internal Audit and Sarbanes-Oxley practices, we ensure your IA activity provides the highest value to your organization, 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.
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.
Our subject matter advisors use their understanding of global and domestic regulatory landscapes to help you optimize resources and design compliance risk management programmes that are efficient, innovative, and, tech-enabled increasing the effectiveness and decreasing the cost of compliance.