Asia Wealthtech Strategy

We designed an end-to-end market entry strategy for a leading global asset manager’s B2B WealthTech solution in Asia

Client Description

Top Ten Global Asset Manager
Our client is one of the largest active asset managers in the world, with investments in equities, multi-asset, fixed income, liquidity, sovereign wealth funds, real estate, and private markets. They were looking to develop a market entry strategy for their lucrative B2B WealthTech offering in Asia

Problem Statement

To expand its technology offerings in the region, the client wished to understand key opportunities and develop a bespoke market entry strategy

Project Approach

Industry Review

We evaluated high potential industries which would be interested in delivering wealth management to their end clients

Competitive Benchmarking

We assessed our client’s WealthTech solution against leading players in the region to identify capabilities and gaps

Client Targeting Strategy

We developed a list of priority clients with key offerings to be provided, recommended pricing, and outreach

Key Achievements

Opportunity Identification

Identification of critical markets, clients, and partnerships necessary for success

Tailored Offerings

Development of key areas of improvement in terms of core capabilities to suit regional & local clientele

Branding Proposition

Establishment of key channels of outreach, with insight into key pitfalls and necessary mitigations

Industry Talent Review

Industry Education

Business Scaling

Innovation Mindset

Equity Blocks Strategy

Digital Transformation

Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

QUINLAN & ASSOCIATES LIMITED | Level 19, Two International Finance Centre 8 Finance Street Central Hong Kong SAR
Hello,

How can we help?

Need some advice on a new business challenge? Or, want some insights to support your strategic plan? We are ready to chat.

Interested in working with us?

Have a look at our careers page to see what it’s like to work at Q&A.