Management consultants based in Sydney and Hong Kong
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Wealth & Asset Management

Assisting wealth managers, asset managers, and the retirement focused managers to add value in a fast-changing market.

Industries > Financial Services > Wealth & Asset Management
overview

Guiding wealth and asset management organisations with overcoming growth and operational challenges.

We help banking and financial services organisations move pragmatically but quickly, to meet new customer, employee and industry demands while addressing complex regulatory mandates and heightened security threats.

Behind all of our initiatives are the tested and proven strategies, structure and process as well as proprietary and partnered technology platforms powered by Great Minds.

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Solutions

Select a business function

Transformation

  • Business Process Improvement (BPI)

    We help organisations solve operational challenges and create growth and resilience for tomorrow by clearly defining organisational process architecture design with business process modelling and Robotic Process Automation (RPA).

  • ASIC Regulatory Guides

    ASIC regulatory documents explain the approach in specific areas that it regulates, explaining when and how ASIC will exercise specific powers under the legislation.

  • Change Management

    Managing change effectively is the foundation of competitive success, yet most organisations fail to do it well.

Risk & Compliance

  • Accessibility Compliance

    Organisations have a legal requirement to ensure their service is usable and accessible to people with disabilities and to meet the Web Content Accessibility Guidelines (WCAG) 2.0 Level AA.

  • GDPR Compliance

    The EU General Data Protection Regulation (GDPR) has ushered in a whole new era in global data protection and privacy.

  • Anti-Money Laundering (AML/CTF) Compliance

    Senior advisors of anti-money laundering (AML) compliance with considerable experience in advising institutions of all types of their AML/CFT compliance.

  • Digital Transformation

    We build the performance potential of an organisation by adopting, building or refining new technologies, with a measurable acceleration of growth, productivity, and capital efficiency.

Digital

  • Application Development

    Building well-engineered, feature-rich applications that promote speed and scale.

  • Data & Advanced Analytics

    Uncover deep-rooted truths about your customers, topics that interest you and people around you.

  • Cyber Security

    We help brands measure organisational digital resilience and identify threats to critical investments before it’s too late.

  • IT Infrastructure Management

    Build an adaptable and flexible IT infrastructure to be more responsive to the change of business demands.

Customer Experience

  • Content Marketing

    Delivering tailored content marketing strategies to suit the bespoke requirements of our customers.

  • Creative Services

    Design that exemplifies strategic thinking, creative ideas and customer-driven design across interactive, print and digital.

  • Customer Acquisition

    Deliver a differentiated customer experience that sets you apart from your competition.

  • Digital Marketing

    Providing a truly integrated digital experience through digital marketing channels.

  • Pricing Strategy

    We help organisations develop effective pricing strategies that unlock top-line opportunities.
Approach

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Case Studies

We let our clients' results speak for themselves

We take our clients’ confidentiality seriously. While we may have changed some names, the results are real.

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Hot air balloon

Powering the launch communication of three new products by Australian asset manager

Overview Solutions Approach Case Studies Insights overviewGuiding wealth and asset management organisations with overcoming growth and operational challenges. We help banking and financial services organisations move pragmatically but quickly, to [...]
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Black rack mounted server tower in large data center

Refocus on I.T infrastructure for Australian Asset Manager

With a looming risk of a cyber security breach due to ad-hoc infrastructure upgrades due to strong growth, this asset ma
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