Expand has worked with the world’s leading universal banks and private banks on technology and operations diagnostics for many years – we are now looking to become more inclusive of the entire wealth management industry, providing insights at both ends of the scale curve, from smaller IFAs to full service wealth managers. This is why the UK industry and the work PIMFA are doing in the WealthTech space is of particular importance to us over the next few years.

Expand Research is a wholly owned subsidiary of the Boston Consulting Group (BCG). As specialists in providing market insights and diagnostics for Technology and Operations – including spend and performance benchmarks – Expand enables firms to maximize their operational efficiency, capability, and competitive advantage.

Expand’s products within the Wealth Management and Financial Advisory sector includes CIO and COO Dashboards, Market Data Spend Diagnostics and Bespoke Research Sprints.

Many firms utilize Expand’s capability to support their strategic agenda by leveraging its granular data relating to spend, human capital and performance. Expand provides impartial and anonymous comparisons for firms across a range of segments within financial services – including a specialist team dedicated to supporting the Wealth Management and Financial Advisory sector.

Expand’s detailed analysis enables it to get to the heart of opportunities and challenges within the client’s organization, facilitating informed decision-making.

Above all, Expand has a track record of building communities and delivering industry-wide initiatives by acting as an unbiased and independent arbiter, with the resources and infrastructure to support firms in addressing industry challenges.

Contact Us

If you would like to learn more about Expand’s offering in Wealth Management or other financial services segments, then please get in touch with Richard Rouse, Global Head of Asset and Wealth Management.