| WM FOCUS ― wealth management for a changing world | Design: LUNIC |
growth is necessary
The evolution of the market shows us that to be able to tackle the ever-increasing business needs of clients, together with the also increasing administrative and regulatory burden, we need an adequate company size. This means that we are interested in growth, also attracting new professionals, who share our strategy and business culture.
Our Team has extended experience in managing growth in a structured way, through different angles, combining more technical factors and services with HR, change management and cultural elements.
We are deeply interested in exchanging views with any player in our business, with the objective of identifying possible partners and service providers.
For you, we have developed a special section on our website, where we discuss in greater detail the related issues and models.
Contact us! We will give you the password to access one of two sections below.
ARE YOU A PROFESSIONAL WORKING FOR A BANK OR AN ASSET MANAGEMENT COMPANY?
Are you a Customer Relationship Manager within a Bank or other financial institution? We have prepared a dedicated section for you with detailed information.
A MODEL TO AGGREGATE INDEPENDENT WEALTH MANAGEMENT COMPANIES (ESTABLISHED AND NEW ONES)
Each growth project in this market requires competences in the front business to be able to offer the best services to clients, but also competences in strategic management and implementation, legal, tax, change management and M&A methodologies.
The WM Focus Team has the required education and a proven track-record to handle such projects and to propose appealing and ad-hoc solutions.
In addition to that, the WM Focus Team has been working, with the support of very well-known legal advisors, on the “project TAM": it delivers an aggregation model, very well suited for the needs of independent wealth management companies, which also helps them reach better economies of scale and finally, a better value proposition.
If you are professionals in the wealth management business, you may be interested in knowing more about us and about our strategy.
Contact us! We will give you the password to the section for you, below, which contains many more details.
ARE YOU A THE OWNER OR MAJOR SHAREHOLDER OF AN INDEPENDENT ASSET or wealth MANAGEMENT COMPANY?
Are you the owner or major shareholder of a company active in the wealth management business? We have prepared a dedicated section for you with detailed information.