Our teams are organised across four core industry sectors, browse the different sectors here:
Our sector expertise
Every sector of the Financial Services Industry is facing unprecedented change. A fast changing regulatory landscape has forced institutions to rethink their operating models, refocus on clients and look for new ways to manage cost and increase revenues.
- Investment & Wealth Management
- Insurance
- Retail Banking
- Corporate & Investment Banking
Investment and Wealth Management
Our Investment and Wealth Management specialists cover all areas of the sector including Asset Management, Private Banking and Investor Services.
Asset Management
Whatever challenges you face in the highly competitive, tightly regulated world of asset management, we can provide the expertise you need to stay ahead. Trade execution, portfolio valuation, pricing, risk management and data referential management are just some of the areas we can help with. And because all of our asset management team have proven industry experience, you’ll be working with consultants who have a practical understanding of the day-to-day workings of your business.
Recent projects have included:
Recent projects have included:
- Implementing a re-designed global risk and control framework within a global asset manager
- Reviewing and optimising the investment processes of a leading North American institutional investor
- Designing and implementing a new MO target operating model in the context of the merger of two large European asset managers
Private Banking
Your clients have entrusted you with their wealth, so you need a consultant you can trust with your business. That’s where Investance comes in. Because, like you, we’ve built our business by fostering strong relationships with clients who see us as a partner in their success. And while we’re boutique in style, we’re global in capability, which means we can help you provide the complete global offering that today’s private banking clients demand.
Recent projects have included:
- Selecting and implementing a customer relationship management tool dedicated to wealth management, to eliminate manual entries and improve efficiency
- Deploying a portfolio management tool and industrialising the deployment process
- Multiple access banking – setting up a call centre for private banking customers
Investor Services
We know how important having accurate, up-to-the-minute information is to your clients – after all, many of them are our clients too. Get the edge over your competitors by tapping into the technical knowledge and industry insights of our highly experienced consultants. Whether you want to create a more efficient platform for administering funds or managing corporate actions, we’ve got the tools and experience to transform your business.
Contact us to see how we can help your business:
David Robson
Managing Director, Head of Investment & Wealth Management
Insurance
Do you need to improve your contract management approach, adapt to new regulation or streamline some aspect of your CFO processes? We’ve already helped several large insurance firms to change their businesses, in both the front and the back office. We have expertise in a range of areas, including life and non-life insurance, health care and retirement.
Today we are working with leading Insurance companies, focused on projects related to:
- Regulatory impact of Solvency II
- Customer retention and loyalty
- Bancassurance
- Mobile Technology
- Aggregator models
Recent projects have included:
- Working with a major French insurance firm to create processes to meet French tax regulatory guidelines
- Working with a major French banking and insurance company to create better processes for managing financial data so that transactions are closed swiftly
- Working with a major European firm in the assistance market (a subsidiary of a major Italian insurance company) to build its core model for a new information system for contract management – and promoting the system among employees at European branches
Contact us to find out more about our services for Insurance companies:
Retail Banking
From the continued growth of online banking to the introduction of the Single Euro Payments Area, today’s retail banking world is evolving fast. Our retail banking consultants have the technical skills and specialist knowledge to help you stay ahead in this ever-changing business landscape. We’ve worked on various projects in areas as diverse as savings, loans, credit cards and online banking. And because we’re a global team, we’re able to take on projects that span Europe, the Americas, or APAC.
Today, we are working on projects for major retail banks on key topics such as:
- Mobile Banking
- Next generation payments such as contactless payments
- Cash management
- Customer Service
- Credit
Recent projects have included:
- Working with an online bank to build a customer relationship management tool for introducing a new savings offer to the French market
- Working with a French online bank as it merged with a Belgian competitor to reinforce its presence in the Benelux market
- Working with the French Federal Reserve to build its platform for TARGET2 (the Eurosystem’s real-time gross settlement system for euro transactions)
>See more case studies from our work with Retail Banks
Contact us to find out how we can use our experience to help you acheive your business objectives:
Michel Hascoet
Managing Director, Head of Retail Banking
Frédéric Jouanne
Business Director
Corporate & Investment Banking
The capital markets landscape has changed. Pressure on margins, seemingly unending waves of regulation, erosion of trust and an uncertain global economic environment present significant challenges to investment banking leaders.
Our team of senior experienced consultants stand ready to help. We’ve brought together a team of people who understand the industry backed by proven methodologies and a robust research programme to find solutions to help.
Today, we are working on projects for Tier 1 Investment banks in every major financial centre advising them on key topics such as:
- Refocusing on Risk
- Central clearing
- OTC Derivatives Reforms
- Collateral Management
- FATCA
- New capital & liquidity standards under the 'Basel III' accord.
Recent projects have included:
- Conducting a front-to-back review of an investment bank’s global FX business
- Helping an investment bank select its global fixed income platform
- Mobilising the programme for the launch of an investment bank’s new prime services business
>See more case studies from our work with Corporate and Investment Banks
Contact us to find out how we can use our experience to help you acheive your business objectives:
New York
Rashad Kurbanov, Global Head of Advisory
London
Vincent Kasbi, Managing Director
Hong Kong / Singapore
Cedric Boisne, Managing Director
Paris
Philippe Prunier, Managing Director, Head of Consulting France
Amsterdam
Thomas Berger, Managing Director