Essex-based Adapa Advisory (Adapa) has partnered with Investment & Wealth Management Consultants (IAWMC) to further develop its presence in the wealth management and custody sectors globally.
Target markets covered by the partnership will include wealth managers, custodian banks, private banks, insurance companies, technology companies, fintech firms and other financial services organisations, specifically focused on wealth management and associated activities.
Adapa offers a combination of post-trade, securities services and wealth management knowledge, as well as a consulting solution to assist clients with the development of action-orientated approaches to operating strategy.
London-based IAWMC is a specialist consulting firm providing services to wealth managers, private banks, family offices, asset managers, software vendors and service providers such as third-party administration companies.
The partnership comes as demands of institutional firms and their underlying clients are leading to reviews of strategy, operating models and supporting technology given drivers such as environmental, social and corporate governance, digital assets and the need for timely and flexible access to data, says Adapa.
Steve Dyson, director and founder of IAWMC, comments: “This partnership is designed to give both parties additional expertise and capacity to take on and execute broader strategic and complex mandates across the wealth management value chain where we have specific and detailed subject matter expertise and geographical knowledge.”
Mark Kerns, chief executive at Adapa Advisory, says: “The dynamics of the wealth
management segments have changed dramatically over recent years and this is set to continue. We greatly welcome the opportunity to work with IAWMC and Steve Dyson specifically as an associate partner within our business.”
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