Client Profile

A leading global provider of asset management, investment processing and investment operations for institutional and personal wealth management companies.

The client assists private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.

The Services

A wealth platform enabling a firm to acquire, control, manage and report on all client assets on a common operating platform. The platform provides front, middle and back office IT and outsourcing solutions for organisations offering advisory and discretionary services.

The Brief

  • To assist with a market segmentation exercise, and
  • To introduce the prospects in the target market to the client’s wealth platform proposition and to arrange quality, qualified appointments with senior executive decision makers.

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