Our Businesses / 05 Wealth Business Transformation & Scale Up
Growth that governance can keep up with.
We help advice businesses transform and grow across the whole business: strategy, operating model, technology, advice process, governance and client experience. Portfolio management and investment sit at the centre of our growth strategies, and we sequence every change around them so capacity, quality and client outcomes improve together.
Our team brings together seasoned institutional and tier 1 management consultants, transformation experts and wealth executives who have led change inside some of the industry's largest businesses.
Today
Spreadsheets
Several platforms
Manual reviews
Disconnected CRM
Informal governance
Capacity limits
Strategy
Operating model
Technology
Transformed
One integrated operating model
Governed investment process
Connected systems and data
Automated, personalised portfolios
Capacity to grow
Where Businesses Get Stuck
Most firms do not outgrow their strategy. They outgrow their operating model.
The investment philosophy stays defensible while the process around it stays sized for a smaller business. Growth then shows up as risk rather than margin.
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Strategic Advisory & Tech Stack Solutioning
The right technology architecture for your business model.
Every advice practice runs on a stack of systems that rarely work as well together as they should. Our team helps you design and assemble a best-of-breed technology architecture built around how your business actually operates.
Strategic advisory
We work with owners and leadership on the business model, growth plan and operating model, and the technology needed to deliver them.
Tech stack solutioning
We assess your current stack and design a best-of-breed architecture that fits how your business advises, invests and serves clients.
Independent and practical
Our team has deep expertise across advice, investment and technology. We recommend what fits your model, then help you implement it.
Your best-of-breed stack
Client experience
Portals, engagement and communication
Advice and planning
CRM, financial planning and documents
Portfolio management
Models, rebalancing, implementation and oversight
WealthPilot
Platforms and custody
Platforms, brokers, super funds and administration
Data and reporting
Data flows, compliance and business reporting
Integrated end to end, designed around your business model
How We Engage
Four phases, in this order.
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What Changes
Capacity released, risk reduced.
Transformation is light touch and requires no capital expenditure. The capability arrives as technology and process, supported by our investment team, alongside the existing advice business.
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Capacity releasedAdviser week
Before
After
Risk reducedOperational risk
Before
Manual steps, key-person dependence
After
Governed, automated, fully audited
✓ No capital expenditure
✓ Light touch
✓ Supported by our investment team
Who This Suits
Businesses ready to insource capability.
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Thought Leadership
Read our Business Transformation research and insights.
Papers and practical guides from the team behind Business Transformation.
Read Thought Leadership
Tell us where growth is constrained.
We will tell you honestly what would have to change.
Get in Touch
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