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 customise solutions to 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 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. 2024 Top Risks in the Financial Services Industry Protiviti and NC State University’s ERM Initiative have been conducting our Top Risks Survey for the past 12 years. This journey began just as financial markets around the world were starting their long, slow recovery from the global financial crisis, and has since covered the worst global pandemic in 100 years. Learn more What we do Our services Leadership Insights Our Services for Wealth and Asset management Our wealth and asset management consulting advisors provide solutions tailored to your organisation's unique needs 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. Featured insights WHITEPAPER Can we trust culture and conduct to guide decision making in the financial services industry? More than 15 years after the great financial crisis, the financial industry’s culture and conduct remain very much in the headlines. Has nothing changed? A lot has indeed changed, though bad actors still manage to prevail at times. Maintaining good... WHITEPAPER DORA Compliance: Untangling Key Hurdles to Implementation The Digital Operational Resilience Act (DORA), or more formally known as Regulation (EU) 2022/2554, took effect on 16 January 2023, with final industry compliance required by 17 January 2025. The regulation underscores the importance of digital... INFOGRAPHIC 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. SURVEY 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasising tech's role in strategic growth and security. PODCAST Risky Women Podcast | Women in Risk Management: Challenges and Opportunities Dive into the world of women in risk management. In this Risky Women podcast, Jenny Wong & Gayle Lacey discuss risk management challenges & opportunities. Button Button Leadership Owen Roderik Strijland Owen started his career in 1999 as a general ICT consultant in the healthcare and finance domain, through his roles as a change advisor to the executive board for a large insurance/ banking company and his role as manager risk management he encountered a variety of ... Learn more Daphne Manichand Daphne Manichand is an associate director in the internal audit and financial advisory practice in Protiviti’s Amsterdam office. Over the past fifteen years, Daphne has focused here career in internal audit within various financial organizations. Daphne has significant ... Learn more
