Assessing Wealth Management Products

Leah Hoffmann

The SVP at a global financial services firm wanted to jumpstart growth in the wealth management space. Looking for a clearer view of the landscape for wealth management products and solutions—and which were most compatible with its current offerings—he turned to Business Talent Group.

Our financial strategist had trained at McKinsey and headed the analytic suite at a major investment bank. Thanks to his experience, he was able to quickly and efficiently assess the size of key market sectors and the forces shaping demand and risk. He also summarized competitive dynamics and evaluated long-term growth drivers. Realizing that the client was ultimately interested in an acquisition in the space, he developed early hypotheses on potential targets, which the client is now exploring further.


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