Asset & Wealth

Guiding technology investment to drive sustainable growth, resilience, and returns 

In asset and wealth, technology drives new opportunities to reduce IT costs, increase returns, satisfy customers’ expectations, and win and retain a competitive market share. 

Today’s investors expect more transparency, more flexibility, new, value-adding services – and, of course, secure, ‘always-on’ access. Plus, expansion strategies can present technical challenges, as mergers, acquisitions and partnerships result in technical debt that must be unravelled, modernised, and future-proofed.  

Understanding how – and how far – to leverage and scale technology change is crucial to support the business’s sustainable success. In an environment where cyber risk and compliance are critical headlines, this is an even more complex mandate. 

Independent experience to support crucial IT change decisions and delivery.

Mason Advisory has a track record of guiding beneficial technology transformation for leading asset and wealth providers. We are supplier-agnostic, so our recommendations are always designed with your organisation – and only your organisation – in mind. We work in genuine partnership with you to ensure that, across your people, process, technology stack, you achieve:  

Cost savings and increased RoI: guiding smart sourcing and outsourcing strategies, efficient legacy elimination, and optimal operational design. 

Robust operational resilience: keeping privacy, compliance, risk and cyber security firmly on the IT change agenda. 

Competitive customer offerings: helping you to decide when, and how, to leverage new technologies to satisfy evolving demands. 

Our IT transformation services for asset and wealth will help you to:

Make the right investments: our broad, deep, independent market knowledge equips us to recommend the right solutions to drive impressive returns on your IT spend. 

Deal with legacies: we cut through technical debt complexities, prioritising a logical roadmap to move away from costly, incompatible systems and towards lean, scalable, joined up IT.  

Protect your customers, reputation, and uptime: ensuring that your digital architecture is fully resilient against cyber threats, continuity risks, and disaster. 

Remain fully compliant: we are experienced and certified in regulations including FCA, ISO, FSQS and Cyber Essentials. We’ll align your IT change to current standards, while keeping our finger on the pulse of what’s coming next so that you are always prepared, locally and globally. 

Support commercial growth: aligning emerging technologies to support personalised, transparent, value adding offerings for a new generation of investors. 

“Once again Mason Advisory supplied an excellent candidate for the requirement and a successful outcome was achieved. Especially successful in turnaround situations they can be relied upon to deliver what is promised and for excellent advice and insight. I highly recommend them.”

Head of Business Management, Client Confidential

If you would like to speak to one of our industry experts, email contact@masonadvisory.com to discuss further. Find out more about our services.