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.
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.
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.