Financial Services

Our consultants have worked at board level with many of the world’s leading financial institutions. We continue to support the industry as it adjusts to the reality of its new environment. Our answer is to help institutions restore success, trust and growth by assisting them to align their capabilities and product offering with a renewed commitment to understanding their clients and markets.

Asset Management

Asset managers often cite investment performance as the driving factor when assessing the overall health of their client investor relationships. While it is true superior returns can help client investors achieve their financial objectives, for many investors, the relationship isn’t solely about fund performance. When asset managers face periods of underperformance, their ability to demonstrate a long-term commitment to their client investors can play a vital role in deepening the relationship. The service experience they receive across the organization is an integral part of a client investor’s overall assessment of the relationship.

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Corporate and Business Banking

Success in business banking will depend on a deep understanding of the institution’s current client base, its churn, loyalty and appetite for innovative products. Working with Gulland Padfield shortens the time-to-market for a new generation of profitable banking products, identifies and addresses the weaknesses that matter in customer service experience and provides a client relationship approach that will get the best out of your front line teams.

Wealth Management & Private Banking

We help institutions to analyse and capitalise on the trends in their HNW and UHNW client base. Our work is on the leading edge of client segmentation tactics, product development and client lifecycle analysis. It enables our clients to prioritise actions and to capture elusive revenue growth. For those institutions whose reputations have suffered in recent years, our programmes offer a clear route back to growth. Working with us, wealth managers will deliver higher standards of client service and stronger performance linked to a more rigorously selected product offering.

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New waves of regulation continue to challenge the business model in life and non-life industries. The lasting implications on margin and cost base are not yet clear. Global insurance groups can prepare by working with us to close gaps that exist between clear understanding of customer & product opportunities, and effective channel strategies to win market share. Sustainable growth in this market will be built from the market upwards. Our support for firms in this sector starts with providing insight into the market’s dynamics. From that we build competitive strategies and transform client segments with well-structured profitable propositions. The result is success at regional, market and client segment levels.

Market infrastructure

Gulland Padfield is one of the few consultancies with comprehensive and practical experience of working at board level in this sector. We design strategies to help exchanges and clearing houses to respond swiftly to the challenges of industry consolidation, vertical integration and intense regulator scrutiny. Working with us, our clients understand how to develop world class institutional relationships. Our transformation programmes are based on market insights and an appreciation of how to bring about a high performance culture.

Private Equity

Despite some recent recovery in the sector, stakeholders continue to acclimatize to lower returns. Our teams have advised on the structure and establishment of funds as well as aspects of fund strategy. General Partners and management teams benefit from our insights into how to anticipate changing expectations of their investor base - both institutional and private. In addition, as sector experts on Financial and Business services sectors, our strategic insights are valuable to PE funds as they consider investments in these areas or want to benchmark successful strategies to manage their portfolio companies.

Alternative Investments

The sector continues to evolve and mature. As it makes the transition towards a more established asset management business model, management teams wish to prioritise those aspects which matter most to investors. Our consultants have experience at senior management level in leading global funds. We combine this with benchmark data on the operational aspects and deep insight into the investor community. With our tactical support for partners and management teams, funds can achieve a stable and steadily growing investor base and brand recognition.

We also work with financial institutions in the following areas
  • Investment Banking
  • Financial Products and Credit Cards
  • Institutional Asset Management
  • FX, Commodities and Capital Markets
  • Stock Exchanges and Market infrastructure
In these areas we deliver the following consulting services
  • Growth strategy
  • Transformation
  • Interim Management
  • Organisational effectiveness
  • Client loyalty
  • Client segmentation alignment