Asset and wealth management

Asset managers, private banks and wealth managers retain Tacitude for strategy, pricing, integration and operations projects, opened by leadership, investment, advice and fund operations teams.

Passive funds and low-cost platforms press on fees, and investors move money toward private markets and products built around their own goals. Distribution runs through banks, independent advisers and digital platforms, and the cost of operating each fund rises with the reporting that clients and supervisors expect.

Projects companies bring us

  1. Should we build a private markets business, or stay focused on listed equities and bonds?

    Demand from our existing clients, the team and track record we would need and the fees each asset class earns.

    EngagementCorporate strategy

  2. How should we restructure fees on our active funds as clients move to passive alternatives?

    Flows by fund and share class, the fees of comparable funds and the margin each fund needs.

    EngagementPricing and profitability

  3. Which parts of client advice should our wealth managers hand to AI, and which should they keep?

    The time advisers spend per client, the suitability rules each recommendation must meet and what each wealth band expects.

    EngagementDigital and AI strategy

  4. Once the acquisition closes, how do we combine the two fund ranges and investment teams without losing clients?

    The overlap between the ranges, the clients each team brings and the cost of merging funds.

    EngagementPost-merger integration

  5. Which fund operations should we redesign, automate or outsource, from trade processing to client reporting?

    Cost and errors at each step, the service levels clients expect and our dependence on each provider.

    EngagementOperations transformation

Example projects. Each engagement starts from your own objective or question.

Data your team typically brings

  • Assets under management and flows by fund and channel
  • Fee schedules and margin by fund
  • Client segments and adviser activity
  • Operating costs by fund and provider

Bring us your project

Write to hello@tacitude.com with the project your company has in mind, and we will frame it with your team as an engagement.

hello@tacitude.comNext industry Consumer goods and retail