STRATEGY & GROWTH

In a rapidly evolving market, asset and wealth managers must identify and leverage growth drivers to remain competitive.

Defining a growth strategy involves two key levers:

Organic growth: expanding the product offering, diversifying investment expertise, strengthening distribution channels, and developing new services.

External growth: accelerating the acquisition of know-how, gaining market share, entering new markets, acquiring distribution networks, and accessing new client segments.

Athanase Consulting assists executive teams in shaping and structuring their strategic development roadmap along the following axes:

Identifying major trends impacting the asset & wealth management industry; conducting market studies and benchmarking (sectoral, product, and organizational).
Identifying new internal growth levers (partnerships, onshore/offshore models, launch of new activities, etc.).
Optimizing the overall strategy or defining and structuring a targeted strategy (by business line, product/client segment, or distribution channel).
Supporting the profiling and selection of potential targets to sustain external growth strategies and associated development ambitions.

Athanase Consulting assists management teams in steering, translating, and implementing their strategic growth objectives across several key areas:

Accelerating the commercialization of existing products
Strengthening distribution channels and investment expertise
Acquiring new clients within existing markets
Expanding geographical coverage and / or reinforcing distribution networks
Developing new product and / or service offerings
Launching new business activities

Athanase Consulting supports asset and wealth managers in the execution of their Due Diligence processes (Buy-side / Sell-side) as part of external growth operations.

In partnership with specialized experts, we provide comprehensive Due Diligence support (strategic, financial, operational, regulatory, legal, technological & digital, HR, ESG, and reputational) including:

PMO of the overall engagement, in close collaboration with our partners
Execution of in-depth reviews across each Due Diligence stream
Contradictory analysis and expert sessions to challenge findings
Due Diligence report; synthesis and recommendations to inform decision-making
Support through the signing phase and definition of the integration roadmap, aligned with the strategic ambition and identified risks

Athanase Consulting supports clients throughout PMI projects to secure and maximize value creation at every stage of integration.
Our approach combines strategic, organizational, operational, and regulatory expertise to ensure successful integration across all business lines:

Support in defining key integration objectives and preparing for “Day 1” and “Day 2”, including the identification of synergies and organizational/operational interdependencies, definition of target operating and organizational models (including IT/Data master plans), and the design of convergence and team alignment plans.
Assistance in structuring the integration program (scoping, timeline, budget, etc.), defining individual workstreams, and developing detailed roadmaps for “Day 1,” “Day 2,” and “Post-Day 2.”
Steering and coordination of integration workstreams through a central PMI cockpit.
Implementation of the integration roadmap across all business lines: Client Services, Marketing & Communication, HR, Finance, Operations, IT, Data, Risks, Legal, Compliance & Internal Control.

Athanase Consulting supports executive teams in driving and managing organizational change through:

Development of internal communication plans and management of resistance to change
Delivery of training programs and skills development initiatives
Facilitation of seminars and workshops (including progress measurement tools such as mood boards)