Our Process

The wealth management sector is ultra-competitive and highly fragmented, and engaging with HNW and UHNW individuals can often prove challenging. Subsequently, the wealth management sector suffers low levels of innovation at a time when customers are seeking it more than ever before.

Success comes from being extremely methodological, and it's important not to try and run before you can walk. Therefore, we have developed a programme of four disciplines designed to help businesses create what wealth needs next. This is the focus of our offer.

Seek Seek

Knowledge is the foundation of great insight

Value generation starts with insight. Know thyself, know thy enemy, know thy customer and you'll know the way forward.

We bring insight to your business based on unparalleled access to private banks, family offices, private investment managers and global thought leaders in the wealth market. We've carried out more face-to-face interviews with HNWs, UHNWs and family offices than any other firm worldwide.

SEEK Products

  • Client research
  • Advisor research
  • Market mapping
  • Company/Intermediary research
  • Brand identity audits

Think Think

Turning great insights into valuable ideas

The next generation of HNW individuals are looking for big ideas. They're surrounded by creative brands and fresh thinking and are increasingly demanding the same from their wealth management suppliers.

We turn the insights we've gathered into strategic hypotheses and ideas for product and service development. We consult with senior management and orchestrate strategic thinking. We test concepts and create end-to-end strategic plans that capture the imagination of stakeholders & the approval of the board.

THINK Products

  • Product/service development
  • Business case development
  • Concept solutions
  • M&A strategic diligence
  • Brand identity development

Create Create

Giving the wealthy the products & services they want

Great insights, ground-breaking ideas and the best laid plans are of no value, until they are implemented.

We provide the guiding hand in the practical process of making things happen. We work alongside the chief decision makers in your organisation and in conjunction with our network of specialist partner agencies, to put plans into action.

It is this final piece of the puzzle that completes our methodology, and engages your business with the world's most lucrative market.

CREATE products

  • Campaign management
  • Change management
  • Strategic marketing
  • M&A implementation
  • Specialist consulting

Shape Shape

Preparing valuable ideas for market entry

Great ideas don't come to fruition by chance; they take detailed planning and preparation to go to market with the success they deserve.

We work with our clients and a select group of external partners to shape businesses for change. Internally we train our clients' staff, create sales targets and strategies and prepare budgets and timing plans. Externally, we plan the marketing, brand, and product and service development: priming your business for impact.

SHAPE products

  • Market entry strategies
  • Media & events
  • Training & education
  • Sales & marketing campaigns
  • Brand identity solutions