Wealth and Asset Management Consulting

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

Cybersecurity

Cybersecurity is a top priority for boards and ERM functions seeking proper visibility and understanding of their cyber threat landscape. We help firms protect data by assessing, developing, implementing and managing end-to-end agile solutions to help you safely grow your business.

Transforming the Business

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.

Internal Audit

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.

Operational Excellence

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.

Regulatory Compliance

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.

Risk Management

Proactive leaders know they must adopt more innovative risk management practices to succeed. We help you leverage emerging technologies, harness data and and maintain a strong control environment so you stay on the leading edge of risk management while improving your bottom line.

Technology

Whether you are looking to automate, modernize, or embark on an end-to-end transformation journey, our technology consulting solutions can help. Our services range from strategy, design, and development through implementation, risk management, and managed services.

Sustainability

Environmental, Social and Governance (ESG) presents asset and wealth management firms with both risk and opportunity. We partner with firms to evaluate ESG strategy, identify and monitor objectives, manage risk, support sustainable finance programs, and meet compliance requirements.