Protecting Fee Margins in Investment Management.
Investment managers are being asked to deliver more for less. Fee pressure from passive products continues, distribution costs are rising, and clients want customised portfolios, private market exposure and clear reporting on sustainability, all while regulators raise the bar on transparency and value for money.
Scale helps, but it is not the whole answer. Successful firms are clear about where they have a genuine edge, simplify their fund ranges, invest in data and operating platforms, and choose carefully between building, buying or partnering to enter new asset classes.
Northwise advises traditional asset managers, alternative investment firms, wealth managers and fund service providers on strategy, operating models and transactions. We help clients sharpen their proposition, lower the cost of running money and grow assets in a market that rewards focus.
Strategic Insight for Asset and Wealth Managers
We help asset managers, alternatives firms and wealth platforms improve margins, refine product ranges and grow assets under management.
Investors Want More Than Returns
Asset management diligence for private equity and strategic buyers
Investment management engagements
Results for Investment Managers
We help investment management leaders defend fees, simplify operations and grow assets in an increasingly crowded market.
Creating Scalable Growth for Investment Managers
Active Managers
Active managers are losing assets to low-cost index funds and must show clearly where their skill adds value.
Private Markets
Private equity, credit and real asset managers are raising larger funds while facing slower exits, tougher fundraising and demands for wider access.
Wealth Platforms
Private equity, credit and real asset managers are raising larger funds while facing slower exits, tougher fundraising and demands for wider access.
Fund admin
Wealth managers are consolidating, upgrading advice technology and building model portfolios to serve more clients profitably at lower cost.
