Market Insight to Inform a Wealth Management Initiative

August 1, 2019 Summer Foote

A partner at a regional PE firm was expanding its investment platform to open a wealth management practice for its region. He needed someone with relevant experience to provide more comprehensive insight into the current market. BTG supplied an investment banking and wealth management executive of 30 years who had previously led private banking at UBS and HSBC. Through a one-day intensive working session, the talent worked with the client to correctly size the market and align around next steps.

Value: Industry expert to ensure an accurate new market assessment

Previous Article
Interim Executive for Complex Post-Acquisition Integrations
Interim Executive for Complex Post-Acquisition Integrations

A PE firm found itself in need of an interim C-level executive during a time of great change—the CEO of its...

Next Article
Consolidating Back-Office Operations
Consolidating Back-Office Operations

The operations executive at a private equity company was helping the automotive group of a newly acquired i...

Get our free guide to working with on-demand talent.

Read Now