Sustaining asset managers growth
Patpatia & Associates collaborates with managers to build differentiation within an increasingly commoditized environment, through new markets, innovative offerings, and enhanced global distribution.
Our asset management specialties include:
Market Extension
Targeting New Customers to Unlock Revenues
We help capitalize on new institutional and retail markets through regional and global business expansion strategies.
- Segmented products and platforms for retail investors & private clients
- Multi-asset solutions infrastructure for new markets
- Streamlining front, middle, and back-office operations
- Establishing global reach via targeted acquisitions
Alternative Investment Businesses
Harnessing Non-Traditional
Assets for Growth
Patpatia & Associates assists our clients to create and expand their alternative asset management capabilities, spanning product innovation, marketing, and distribution.
- Developing new private placement and liquid alternative offerings
- Market testing offerings within private client and institutional markets
- Establishing infrastructure to harness wealth channel distribution
- Private equity investment due diligence and business turnaround advisory
Insurance Asset Management Market Entry
Harnessing the Last
Institutional Growth Market
We work with leading institutional managers to sustainably penetrate the underserved insurance asset management businesses on a domestic and global scale.
- Actionable general & separate account entry strategies
- Build-out of specialized insurance servicing infrastructure
- New marketing and distribution organizations
- Global entry tactics and local acquisitions to expand reach
