Strategic repositioning for a mid-size asset manager

Context

A €3B AUM asset manager was losing market share to both larger players and specialist boutiques. The management team needed clarity on where to compete and how to differentiate.

The Challenge

The firm's product offering had grown organically over 15 years without strategic coherence. They were competing in 12 market segments without clear advantage in any. Revenue growth had stagnated for 3 years.

Our Approach

1. 1.Conducted a granular profitability analysis by client segment and product
2. 2.Ran client interviews with 25 institutional and HNW clients
3. 3.Mapped competitive dynamics across all 12 segments
4. 4.Identified 3 segments where the firm had sustainable differentiation
5. 5.Designed a focused go-to-market strategy for the 3 priority segments

Results