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.

Infographic

May 9, 2024

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.

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:

THOUGHT LEADERSHIP

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.

Leadership

Michael Brauneis
Mike is Protiviti’s global leader of Industry & Client Programs and a member of Protiviti’s executive team. He also serves as the leader of the firm’s global Financial Services industry practice. Mike has more than 20 years of experience focused on serving clients ...
Sean Gleason
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 ...
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