Strategic Consulting

In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique value proposition. See below for an overview of our clients and services.

Asset Managers

Competitive analysis • Distribution strategy analysis • Digital advice incorporation • Product viability analysis • Market sizing and assessment • New market entry strategies • Regulatory implications • Salesforce realignment

Asset Servicers

Client segmentation • Product development strategy • Market sizing and assessment • White papers 

Financial Technology Firms

Client engagement strategies • Competitive analysis • Market sizing and assessment • White papers

Industry Associations & Goverment Associations

Client base assessment and segmentation • Data collection • Demographic and investment trend analysis • Joint surveys • White papers

Private Equity Firms

Acquisition strategies • Due diligence • Operating model analysis • Profit & loss analysis

Wealth managers

Advisor recruiting strategies • Client base assessment and segmentation • Competitive analysis • Digital advice strategies • Global demand models (assets, net flows, CAGRs, revenue projections) • Product platform analysis • Regulatory implications

Project Examples

Private Equity Firm


Identified acquisition targets in retirement and wealth management. 
Deliverable: Strategic Recommendation | Market: North America

Insurance Firm

Market Entry & Expansion

Developed market entry strategy into Chinese private fund market.
Deliverable: Strategic Recommendation | Market: Europe

University-Based OCIO

Competitive Benchmarking

Evaluated OCIO business model based on market knowledge.
Deliverable: Strategic Recommendation | Market: North America

Asset Manager

Product Development Strategy

Evaluated global demand for ESG product by country, investor type, and investment strategy.
Deliverable: Strategic Recommendation | Market: Global

Insurance Firm


Delivered small and mid-sized defined benefit plan market entry strategy acquisition recommendation.
Deliverable: Strategic Recommendation | Market: North America

Thank you for contacting Cerulli Associates. A member of our business development team will be in touch with you soon. We look forward to working with you. .

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Learn more about Cerulli's strategic consulting offerings.