We understand the mounting challenges that wealth management firms face in differentiating themselves as global and regional market, competitive, and regulatory pressures expand. Patpatia & Associates channels our expertise to guide brokerages, retail & private banks, insurers, and other advisory firms to position themselves for sustained growth.
- Market Development – bringing an external, research-driven discipline to new market entry and strategic repositioning
- Offerings and Advice – strengthening relationship engagement through holistic wealth platforms, comprehensive planning, and blended advisor & digital client experiences
- Technology & Infrastructure Modernization – best-in-class platforms & processes to unlock the latent capacity of advisor distribution and streamline business operations
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 infrastructure platforms to capitalize upon impactful market expansion opportunities.
- Market & Distribution Expansion – coordinated market & product strategies and segmented customer engagement, along with omni-channel distribution systems
- Operations Reinvention – modern business platforms and innovative client servicing to enhance productivity and profitability
- Strategic Development – holistic client engagement via complementary wealth solutions and growth of complementary money management and banking capabilities
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.
- Market Extension – regional and global business expansion strategies, including organic buildout and strategic transactions, to capitalize on new institutional and retail markets, including entry of European & Asian firms into the U.S. marketplace
- Business Enhancement – streamlining front, middle, and back-office operations for improved profitability and risk management
- Alternative Investment Businesses – developing new private and liquid alternatives offerings and establishing infrastructure to harness private client distribution
We collaborate with venture capital firms to help them identify successful fintech and financial services enterprises.
- Strategic Market Analysis – evaluation of growth potential and intensity of the competitive landscape for prospective targets
- Acquisition Due Diligence – product and operating model assessment, to assess the viability of potential acquisitions
We also assist buyout firms, as well as established financial services enterprises, to assess strategically valuable transactions.
- Target Assessment – evaluation of acquisition and lift-out candidates for fundamental market & competitive risk, as well as the opportunity to unlock new growth potential
- Business Optimization Strategy – product renewal, realignment of distribution, and strategic combinations/ tuck-ins to maximize the value of acquired companies