Asset Managers – Services

Services

Comprehensive market opportunity assessment may involve all or some of the following considerations:

Business assessment

  • Review of presentation documents and pitch strategies
  • Products and solutions
  • Client servicing and infrastructure
  • Solvency II compliance and reporting
  • Peripheral services
  • Existing client base
  • Expertise

Market evaluation

  • Market overview
  • Economic/ regulatory implications and trends
  • Competitive dynamics and differentiation

Target market

  • Suitability
  • Opportunities
  • Successful marketing strategies
Training and education

  • Insurance markets
  • Regulatory reporting