Asset & Wealth Management
At Delta Capita we help you to design and implement strategies, define and operationalise target operating models and become more responsive and lean in your operations.
As traditional wealth management and private banking models face significant disruption driven by tax changes, client service expectations and new, tech-savvy entrants to the market, Delta Capita offers all the change expertise that companies need.
How Delta Capita can help
Invest in Change
Delta Capita offers extensive change expertise in these areas:
- Strategic advice from proven industry executives
- Strategic transformation programme design and execution
- Mutualised processing platforms (evaluation, design and execution)
- Digital servicing and ways of working
- Data analytics
- Operational resilience
- Regulatory compliance optimisation
- Know your Customer (KYS) and Client Lifecycle Management (CLM)
- Know your Supplier (KYS) and third-party risk management
- Cybercrime prevention
- Organisational design and improvement
- Performance improvement
We also provide an Operational Due Diligence (ODD) service offering through perfORM and innovative, highly flexible and technology-driven third-party support to asset owners including asset and wealth managers.
Get in touch
We provide world-leading mutualised services for the financial services industry, Delta Capita engineers mission critical services, leveraging a unique combination of recognised industry experts, proprietary technology, and capital.
Running mission critical services for financial services over years.
Recognised industry professionals at your service.
Influence, direct and control the tech that underpins services.
The ability to co-invest with clients to drive transformation.
Real world experience experts
Our team of experts, equipped with a curated portfolio of leading fintech tools and platforms, provide end-to-end solutions to overcome financial institutions’ most challenging digital, data and regulatory issues.
With offices around the world, we work closely with our clients to ensure they effectively and efficiently comply with regulations, simplify operations, reduce costs and innovate their business models.
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