Helping asset and wealth management firms to build wealth for New Zealand's future through a full range of advisory, audit and tax services.
The investment landscape for established asset and wealth management firms has never been more diverse or complex. What’s more, the growing role of technology, and the global scope of modern investing is adding new operational pressures. While technology has the potential to significantly improve the performance of today’s asset and wealth management firms, the rise of FinTechs in the sector is creating new pressures. Navigating this landscape requires firms to invest in the technology and service offerings they need to keep growing, while also maintaining the trust and confidence of current and future clients.
In the last few years, the number of FinTechs working in the private wealth management space has exploded, using new technologies to provide services that are more transparent and have lower fees, while still offering a highly personalised experience. FinTechs in the Asset and Wealth Management industry now have a new challenge – to lay the foundations for future growth and continue to build their relationships with existing clients, while also expanding into new frontiers.
Asset and wealth managers face a once-in-a-generation opportunity to redefine their service offering by harnessing power of digital tools. It is this digital disruption that has seen the rise of FinTechs in the Asset and Wealth Management space. However all firms now have an opportunity to deliver services in new ways and build stronger relationships with their key stakeholders.
We have experts in consulting, assurance and tax who can offer advice and insight. Our asset management industry experts work with a wide range of fund and asset managers, from privately owned "boutique" operators to large statutory fund managers. Just some of our services are: