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Industries We Serve

Wealth Management

We understand the mounting challenges that wealth management firms face in differentiating themselves, in the face of expanding market, competitive, and regulatory pressures, regionally and globally. Patpatia & Associates channels our expertise to guide brokerage firms, retail & private banks, insurers, and other advisory firms to position themselves for sustained growth.

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Insurance

Patpatia & Associates collaborates with our clients to shepherd their transformations into agile, customer-centric growth businesses. We assist with the optimization of value propositions, client experiences, career & third-party distribution, and operational platforms to capitalize upon impactful market expansion opportunities. We also reengineer general & separate account investment programs to best contribute to risk managed profitability.

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Asset Management

We assist money managers to build effective, solutions-driven businesses with robust retail, institutional, and private client distribution. We work with managers of both traditional equity & debt strategies, as well as alternative investments to enhance their market reach and asset gathering capacity. Additionally, we help expand their investment capabilities through liftouts and strategic transactions.

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125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

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