Financial Services stretch from consumer credit on the one side to institutional investment on the other. Most research and consultancy firms tend to stick to one end of the retail / wholesale spectrum – whether that be in banking, insurance or investment. This is a function of the specialised nature of many financial products and the tendency of firms to work with either consumers or professionals.
But KAE straddles the value chain in the manufacturing and distribution of financial products; we have one foot in the wholesale financial markets and another in the consumer marketplace.
Our position takes advantage of the rapid innovation in financial product development for professionals and consumers alike; a trend which is particularly noticeable in the long term savings and investment markets. Life insurance companies, private banks, wealth managers and asset managers are all experiencing rapid growth as the substantial savings built up by baby-boomers seek tax advantaged shelter in collectivized investment vehicles – be it a pension, an offshore bank account or an ISA. |
 |
|
|
KAE is unique in offering both a deep understanding of investment products and extensive experience with consumers of financial services. |
|
Our expertise in marketing strategy, competitor intelligence and product development are brought to bear on a variety of strategic problems faced by global private banks, life insurance companies and consumer finance organisations. |
|
Over the past year KAE has:
- Provided extensive best practice guidelines to a global private bank through competitor and parallel industry review, driving change and increasing market share
- Uncovered the 'state of change' in the offshore advisory markets to help a global life insurance company with its new product development and distribution dilemmas
- Assisted a top European bank to assess wholesale opportunities in South & East Asia by summarising market entry options, identifying product growth and demand conditions and quantifying the opportunity
- Developed a strategic business plan and validated the business opportunity for an online payment provider to offer a wider range of financial products to its customers
|
|
| Please browse through our Case Studies and library for other relevent material using the search tool on the right. |
|