Wealth and Asset Management Securing your future with trust and confidence Navigating the complexities of wealth and asset management industry in Australia requires expert guidance and tailored strategies. 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. Evolving workplace models, legacy systems, and operational inefficiencies continue to create complexity for asset management firms navigating today's fast-paced environment. 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 in Australian regulatory frameworks have increased the need for wealth and asset management companies for robust compliance and governance frameworks, while stakeholders expect cost reductions and effective processes. At Protiviti, we are recognised leaders in wealth and asset management consulting. We partner with asset management companies to provide customised wealth and asset management consulting solutions designed specifically for the Australian market. Our team of experienced asset management consultants works closely with you to address these challenges, driving operational excellence and enabling the growth of your business. Our firm is widely recognised 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 specialised talent solutions firm, Protiviti Australia 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... Learn more What we do Our services Leadership Insights Our services for wealth and asset management Our specialised wealth and asset management consulting advisors provide solutions tailored to to meet the unique needs of Australian asset management companies in the following areas: Pro Briefcase 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. Pro Building office Transforming the business Harnessing intelligent data, new technologies and digital tools, we help transform your finance organisations 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 organisations. Pro Document Consent Internal audit Through our world-class Internal Audit and Sarbanes-Oxley practises, we ensure your IA activity provides the highest value to your organisations, 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. Pro Document Files 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. Pro Document Stack Regulatory compliance Our subject matter advisors use their understanding of global and domestic regulatory landscapes to help you optimise resources and design compliance risk management programmes that are efficient, innovative, and, tech-enabled increasing the effectiveness and decreasing the cost of compliance. Pro Legal Briefcase Risk management Proactive leaders know they must adopt more innovative risk management practises 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. Pro Location Globe Technology Whether you are looking to automate, modernise, 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. Pro System Security 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 programmes, and meet compliance requirements. Why is Protiviti the trusted choice for wealth and asset management consulting in Australia? Choosing the right wealth and asset management consultant can make a significant difference in your business's success. At Protiviti, we combine global expertise with a deep understanding of the Australian market to deliver results that matter. Local expertise: Our team understands the unique challenges faced by Australian asset management companies and provides solutions tailored to the local market.Customised solutions: We don’t believe in one-size-fits-all. Our strategies are designed to align with your business goals and market conditions.Proven track record: Protiviti has helped some of Australia’s leading wealth and asset management firms improve operational efficiency and profitability.Integrated workforce solutions: Through Robert Half, we provide access to top-tier talent to help you build a resilient and agile team. Find out more about our consulting services for:Banking and capital markets InsuranceMortgage & consumer lendingPayments Leadership Matthew Pirera Matt is a managing director in Protiviti Australia’s risk and compliance team and is responsible for leading the delivery of best practice solutions across Protiviti’s key clients. Matt is the national financial services industry lead, also leading the Protiviti ... Learn More Mark Burgess Mark is a managing director and Protiviti’s risk and compliance solution lead. With over 17 years of risk and regulatory compliance experience in the financial services industry, he has a proven track record delivering deep insights for his clients.Mark has spent a ... Learn More Featured insights PODCAST Risky Women Podcast | Adoption of AI to Support Second-Line Functions Explore AI in risk management on the Risky Women Podcast. Learn about AI's impact on regulatory compliance, stakeholder trust, and efficiency in risk management. SURVEY 2025 Report on Top Risks Read Protiviti's Top Risks Report 2025 covering global and Australia executives' views on emerging risks related to AI, cyber threats, talent management, and economic shifts. PODCAST Risky Women Podcast | 2025 Top Compliance Priorities Kimberley Cole hosts Risky Women Radio with guests Carol Beaumier and Bernadine Reese to discuss the top compliance issues in 2025. They reflect on 2024, highlighting the impact of U.S. Supreme Court decisions on regulatory authority and a U.K. court... WHITEPAPER Sanctions and Export Controls: The Current and Future Landscape for Global Financial Institutions For two years running, Protiviti has published a paper on the major sanction developments in the past year and our expectations for the coming year. We did this, in part, because the pace, scale and enforcement of economic sanctions reached... WHITEPAPER The Compliance Playbook: Navigating the Financial Services Industry’s Compliance Priorities in 2025 As we enter the new year, the financial services industry once again faces compliance risks that are increasingly diverse and complex. INSIGHTS PAPER Understanding the Impact of the EU AI Act: A Primer for Financial Institutions Navigate the EU AI Act's impact on finance with our strategic guide to compliance and ethical AI use. WHITEPAPER Reframing Regulatory Change: Adapting to Win Regulations continue to expand in number and scope, driven by a variety of sources. As a result, the industry must deal with regulatory change on an ongoing basis. Some companies take an ‘adapting to win’ approach, which benefits not just how they... Button Pagination Button Frequently Asked Questions What is the role of an asset management consultant? + An asset management consultant helps businesses develop and implement strategies to optimise asset performance, reduce operational costs, and improve investment returns. At Protiviti, our consultants provide expertise in areas such as regulatory compliance, risk management, operational efficiency, data and analytics, and technology modernisation. We help asset management companies meeting the unique challenges, navigate changing regulations in Australia while driving long-term growth. How does wealth and asset management consulting benefit companies in Australia? + Wealth and asset management consulting helps asset management companies in Australia to enhance financial performance by streamlining operations, improving governance frameworks, and developing effective investment strategies. Protiviti’s local expertise combined with access to highly skilled talent through Robert Half allow us to provide customised managed solutions that integrate technology modernisation and data analytics to drive sustainable growth in Australia’s competitive financial services sector.
