Asset, Investment & Wealth Management

Helping clients improve their performance, optimise their business operations, and grow their businesses

Real world firm experience

As asset, investment and wealth managers digitise and outsource more of their execution activities, the ability to be able to demonstrate how firms manage resilience and leverage automation opportunities is key. Our goal is to help asset and wealth management clients improve their performance, reduce costs, and grow their businesses.

We take a collaborative approach with our clients, working closely with them to understand their specific needs and goals. We believe that a personalised approach is crucial to success in the asset and wealth management sector. Our team of expert consultants have extensive expertise in a range of areas, including investment management, private banks, risk management, financial planning, family offices and pension funds. 

 

 

teambanner3-2

 

How have our asset, investment & wealth clients accelerated their businesses?

Our clients have automated processes from weeks to minutes, accelerated solution development by 8-10 times and saved months from transformation timelines.

 

Private equity deal pipeline

Digital & Automation | Asset, Investment & Wealth Management

Operating model design & solution evaluation for a rapidly growing investment manager

Strategy | Asset, Investment & Wealth Management

Appian module delivery with upskilling of client resources

Digital & Automation | Asset, Investment & Wealth Management

Why NextWave?

Trusted industry experts

Transformational technology

Pre-built fintech solutions & blueprints

So why should you choose NextWave as your digital acceleration partner?

Designed by financial services professionals for financial services firms

Our engagements, methods and solutions are shaped by industry professionals with a focus on business impact.

We don't just complete the project or install the software, we transform your business.

We hit the ground running

We have packaged our methodologies and templates into NextWave Nexus, our dynamic playbook repository, for structured and repeatable delivery and best practices.

Our team has faced many of your challenges before – and delivered.

An inspirational team

Our team is built from the best dynamic new talent and seasoned professionals from across the financial services and technology sectors.

We are a values-led firm with our client's success at the forefront of everything we do.

Focus your strategy, set your plan and modernise your business

Our experts

Our team have decades of experience in asset, investment and wealth management and have a proven track record of delivering successful strategy plans and executing data and digital solutions for clients. Their deep understanding of large scale organisational transformation will provide your business with innovative solutions that drive business growth. 

Schedule a discussion
Kirstiebw-150x150
Kirstie Galloway
Partner (UK)
Graeme
Graeme Graas
Principle Consultant (NL)

Interested in digital acceleration?

Subscribe to NextWave for occasional email updates on the latest technology, acceleration approaches, news and NextWave events. You can unsubscribe from these communications at any time.

Subscribe for our latest updates