Wealth Management

Markets

Wealth Management

Knadel has a dedicated practice that specialises in the Wealth Management industry, and we pride ourselves in our ability to bring practical and effective solutions to our clients’ businesses.

As part of the wider Knadel business we are able to leverage knowledge and  best practice from other areas of the investment industry - such as the institutional market - yet we apply the key elements of them in the most practical and appropriate way for both small and larger Wealth Management businesses.

Expertise

Expertise

Our experience in the Wealth industry includes a wide range of projects, including:

  • strategy execution
  • client profitability assessment and efficiency improvement
  • client service model improvements
  • post merger/acquisition integrations
  • business operating model changes
  • provider selection
  • outsource transitions
  • software implementations
Approach

Our Approach

Our approach stems from the fact that our consultants have all had practitioner experience, including direct contact with investors and client service roles.  This means that we fully understand our clients’ business and appreciate the sensitivities involved when making change happen in a ‘Business to Client’ environment. 

Suitability Poll

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