Transforming Asset and Wealth Managers

In a landscape of consolidation, digitisation, and automation, Shoreline helps asset and wealth managers think differently and shape their business for the future.

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CLIENT CHALLENGES

Leverage our knowledge of the key issues facing the asset and wealth management industry.

As industry experts working with clients on complex problems, we have in-depth understanding of the latest asset and wealth management trends and issues.

Providing trusted and fit-for-purpose data to deliver improved investment and client servicing outcomes.

Uplifting your operating model to address increasingly complex investment activities and to scale for future growth.

Pursuing a direct-to-customer offering for the digitally savvy mass market throughout Asia-Pacific.

Reducing execution risk and realising business value from asset manager and asset owner transformation programs.

Improving investment risk and performance reporting to meet the evolving needs of both investment teams and clients.

Implementing a best-of-breed or single integrated platform to meet the diverse needs of your front office.

OUR CAPABILITIES

We provide market, operations, and technology expertise to some of the world’s leading asset and wealth managers.

Product & Distribution

We enable clients to take products to market by providing practical insights into distribution and product strategy as well as delivering product development, management and governance support.

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Operations & Outsourcing

We are experts in designing operating models that define the target state of the business to enable successful execution of the business strategy.

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Solution & Service Provider Selection

We have extensive experience in sourcing and integrating systems that cater to the specialist needs of asset and wealth managers.

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Data & Analytics

We have assisted many of our clients to manage data as a strategic asset and gain new insights that drive strategic thinking and decision-making.

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Digital & Technology

We help clients navigate through increasing digitisation, consolidation and regulatory change with domain specific architecture and governance expertise.

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Implementation

We believe that the success of any project is determined by the quality of analysis, the skills of people involved and a strong focus on benefits realisation.

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ABOUT SHORELINE

Our purpose is to help asset and wealth managers make the most of their opportunities in a rapidly changing industry.

From global asset and wealth management firms to leading sovereign, superannuation and pension funds, our specialist consultants can be trusted to provide insightful, independent advice that enables decision making and outcomes.

Our team has put in the hours, working both in-house and as consultants on transformation programs at firms across these markets.