Representative Clients


Representative Clients

Representative Clients

Over 20 years of demonstrated results

Our consultants are true practitioners, with years of operational and consultative experience in the financial services. From go-to-market planning, to design and assistance with implementation of operational capabilities, we have worked for over two decades to help our clients achieve their business goals.

Leading financial services companies trust us to deliver

Patpatia & Associates has worked with leading firms in the financial services industry throughout the Americas, Europe, and Asia. Our clients benefit directly from our strategic outlook and knowledge of domestic and international markets, as well as from the long-term relationships we have developed with industry participants, such as technology and service providers, that assist in delivering on the solutions we shape.

We are proud to have worked with the following companies, and we have long-term relationships with many of them:

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Alternative Investment Market Entry


Alternative Investment Market Entry

Alternative Investment Market Entry

Case Study – Alternative Investment Market Entry

The Challenge

A Wall Street investment bank and brokerage firm sought to expand its asset business into higher profitability segments, to diversify its revenue streams and increase the company’s competitiveness in the marketplace.

Patpatia & Associates’ Activities

  • Identified high-potential opportunities for market extension among traditional and alternative investments resonating with its existing institutional & private client relationships
  • Implemented de novo hedge fund, real estate, and managed futures asset management capabilities, and extended its private equity business
  • Structured unregistered & registered investment vehicles to maximize distribution reach, leveraging proprietary sales forces & third party channels
  • Supplemented existing portfolio management skill sets through lift outs, alliances, & acquisitions, as well as organic growth strategies
  • Oversaw the launch & rollout process to ensure effective sales management and market adoption

The Results

Our client has been able to grow their asset management business in line with competitive demands, rapidly and efficiently. With a low capital investment, they have been able to broaden their reach in the alternative investment marketplace, bypassing the long lead time inherent in most money management launches.