Acclinate's clients range from start-ups to large established asset managers.
We work with clients in the following areas:
- Product Development
- Talent acquisition
- Distribution, marketing and brand
- Inorganic growth initiatives
- Business sale
The explosion in fintech solutions has provided an abundance of opportunities for the asset and wealth management industry. The challenge for many is not having the time to source and qualify those that are relevant for their business.
Acclinate has done a lot of this work and clients can benefit from it.
We work with clients to introduce them to fintechs in the following areas:
- Asset Allocation
- Portfolio Management
- Investment research
- Distribution
- Operations
- Compliance
- Data aggregation
Having an institutional quality operational infrastructure. and deciding what is core to your business, is an essential component of business success.
We work with clients in the following areas:
- Assessment of current operational state
- Recommendations on solutions - inhouse and outsourced
We source, qualify and invest in asset and wealth management related fintechs.
We aim to help these fintechs scale their business through accelerating growth and/or joining advisory boards
We have helped asset management firms increase their growth potential through new products, new investment teams, new distribution channels.
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