Financial Services
Strategy Design & Implementation, Digital Strategies

Case Study

UHNWI growth strategy development for private wealth management firm

SDI supported a leading global private wealth management firm to redefine its strategy for high and ultra-high net worth individuals (HNWI and UHNWI) businesses

Client situation

Client requested a strategic review of its international presence and product offering for its HNWI and UHNWI businesses to capture most attractive opportunities in terms of profitability and growth

Project approach

SDI built on its proven systematic growth strategy definition process, which includes definition and prioritization of market opportunities, go-to-market tactics development, as well as execution and monitoring of the initiatives

Outcome

Overall, SDI identified 55 actionable growth opportunities, of which 20 were selected for pursuit and 5 were prioritized for the pilot phase to be initiated immediately under focused SDI support

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