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Wealth platform services


Wealth platforms


Providing end-to-end digital wealth management solutions for banks and wealth managers.


InvestCloud develops financial digital solutions, pre-integrated in the cloud.


Differentiated client and advisor experience

We enhance both the client and employee experience using wealth management Customer Relationship Management implementation, User Experience design, client lifecycle management and client data hub redesign. We work with our ecosystem of wealth industry platform partners to enhance the client advisor digital experience.

Technology modernization

We define business’ requirements and target operating model, to design and deliver core banking platform evolution through optimization or replacement. Our services provide implementation and customization support, including migration to the cloud, data transformation and migration, third-party system integration, test management and execution.

Intelligent operating models

We build efficient operating models that cater for innovation, scalability and resilience across the value chain in Wealth Management. Through end-to-end target operating model design, operational readiness, change management or benchmarking, we help our clients get ahead of industry trends.

Case studies

Banking platform supports acquisitions and growth

Find out how we helped our client reduce technical complexity through Avaloq platform integration.

DBS: Helping Asian investors make better decisions

DBS Bank takes relationship management to the next level with a pioneering client investment platform.

Our leaders

Samir Gherbi

Managing Director – Wealth Management Lead, EMEA

Jacqueline Teoh

Managing Director – Wealth Management Lead, Growth Markets

Scott Reddel

Managing Director – Wealth Management Lead, North America

Dirk Scholten

Managing Director – Financial Services, EMEA & Avaloq Partnership Lead

Saira Shariff

Managing Director – InvestCloud Partnership Lead, North America