Industries Overview

Expertise Across the Financial Services

From strategy through execution, Patpatia & Associates delivers solutions across three principal industry practice areas:

• Wealth Management – we work with brokerage firms, retail & private banks, insurers, and other wealth providers, developing innovative offers, marketing strategies, investment programs, and technology platforms. Read More >

• Insurance – we help insurance and reinsurance companies to grow their core businesses through entry into new markets, expanded distribution channels, improved infrastructure, and optimized investment programs. Read More >

• Asset Management – we help firms execute domestic and global market growth strategies within both retail and institutional markets. We also proactively help asset managers enter into the insurance asset management marketplace. Read More >