Find out what's driving today's successful global wealth strategies and trends with our latest book from Capgemini and Merrill Lynch.
With over 20 years of collaborating to offer critical insights into the dynamic investment needs of HNWIs through the Merrill Lynch-Capgemini World Wealth Report, we bring the expertise and experience you need to meet today’s challenges.
Capgemini has successfully partnered with leading firms in the wealth management industry including brokerage, banking, insurance and diversified financial institutions. To improve the quality of our solutions, accelerate time to market and reduce risk we draw on unparalleled resources including our Accelerated Delivery Centers (ADCs) and Accelerated Solutions Environments (ASEs) and comprehensive outsourcing options.
We collaborate with our clients to:
Develop Market Analysis and Growth Strategies Leveraging Our Customized International & US City HNWI Market Sizing Models
Capgemini provides customized market sizing and analysis based on the models used to develop the World Wealth Report to help firms in a broad range of industries from wealth management to luxury automobiles understand the needs of HNWIs.
We leverage our International Market Sizing Model and US-City Market Sizing Model to collaborate with your firm to address new market entry analysis and market growth strategies for current or expanding footprints. The scope and structure of our market sizing engagements are customizable to accommodate your strategic requirement. In a challenging global market, there is no better time for leading firms to address new internal and external priorities in order to stay ahead of the competition.
Capture Growth in the Wealth Management Market
We help clients to accelerate their strategies for growth in the wealth management market by optimizing customer/market-facing initiatives and advisor/distribution channel-facing initiatives.
Create Best-of-Breed Advisor Workstations
Taking action to deliver superior customer experiences in a cost-effective manner, leading wealth management firms are improving their advisors’ efficiency by building integrated, end-to-end wealth management platforms, products, productivity tools, prescribed business processes and technology for their advisor forces.
Manage Complexities of Sophisticated High Net Worth Clients
We help clients address the demand of affluent clients at all wealth levels for increased levels of transparency and control over their financial affairs and minimized exposure to investment scandals and downside risk by encouraging collaboration.
Conduct World Wealth Report Briefings & Workshops
Our wealth management consultants prepare customized findings from the World Wealth Report to address your firm’s situation and develop an executive presentation that discusses the findings in-depth, highlighting implications and key questions for your firm. These executive briefings are hosted at your location and run by Capgemini wealth management consultants.
In addition, Capgemini can conduct focused interviews with your team to understand key priorities and issues through our onsite workshops. We then benchmark our findings against World Wealth Report data analysis to summarize and incorporate the output into a presentation. An agreed number of discussions or break-out sessions are facilitated by our Capgemini wealth management consultants to discuss issues and solutions with executives.
Contact Us
To discuss the findings of the World Wealth Report and explore Capgemini’s wealth management services, contact us.
