Our solutions

Steps

Pensions

Our pension solutions team partners with defined-benefit (DB) and defined-contribution (DC) schemes to help them achieve their investment goals. We can help DB schemes with liability protection, cashflow management, strategic asset allocation and risk mitigation. We can also design, build and manage bespoke DC default investment solutions and lifestyle strategies.

Want to learn more? If so, get in touch.

Mark Foster

Head of Pension Solutions
Insurance

Insurance

Our insurance solutions team partners with insurers to design and implement tailored investments. We can help with optimising asset allocations for regulatory capital constraints, enhanced asset-liability management, and specific environmental, social and governance objectives.

Insurance arrow_forward

 

Want to learn more? If so, get in touch.

Rob Andrew

Head of Insurance Solutions
Tech

WealthTech

Our wealthtech solutions team works with partners globally, including banks, wealth managers and family offices. We use our global reach and expertise to design and deliver innovative wealth technology and investment solutions. We tailor the experience to our clients’ needs and desired outcomes.

Want to learn more? If so, get in touch.

Josh Fennell

Head of WealthTech Solutions
  • Steps

    Pensions

    Our pension solutions team partners with defined-benefit (DB) and defined-contribution (DC) schemes to help them achieve their investment goals. We can help DB schemes with liability protection, cashflow management, strategic asset allocation and risk mitigation. We can also design, build and manage bespoke DC default investment solutions and lifestyle strategies.

    Want to learn more? If so, get in touch.

    Mark Foster

    Head of Pension Solutions
  • Insurance

    Insurance

    Our insurance solutions team partners with insurers to design and implement tailored investments. We can help with optimising asset allocations for regulatory capital constraints, enhanced asset-liability management, and specific environmental, social and governance objectives.

    Insurance arrow_forward

     

    Want to learn more? If so, get in touch.

    Rob Andrew

    Head of Insurance Solutions
  • Tech

    WealthTech

    Our wealthtech solutions team works with partners globally, including banks, wealth managers and family offices. We use our global reach and expertise to design and deliver innovative wealth technology and investment solutions. We tailor the experience to our clients’ needs and desired outcomes.

    Want to learn more? If so, get in touch.

    Josh Fennell

    Head of WealthTech Solutions

Video

Our approach

  • Focado em você

    Nossa abordagem de Soluções concentra-se em ouvir você. Esta é uma parceria ativa e contínua, onde cada resposta pode ser tão personalizada quanto seus objetivos.
  • Ajuste futuro

    Conforme suas necessidades evoluem, nós também. Confie em nós para pesquisas líderes, experiência de mercado e inovação de produtos para mantê-lo em movimento.
  • Conectando perspectivas diversas

    Nosso valor exclusivo vem da combinação de investimento, tecnologia, experiência operacional e do cliente para fornecer a você soluções completas de ponta a ponta.

Competência holística para orientar os clientes em sua jornada de investimento

As necessidades de investimento dos clientes muitas vezes vão além da pura gestão de recursos. Muitos querem um parceiro experiente que possa ajudá-los a enfrentar os principais desafios estratégicos tais como maiores requisitos regulatórios, pressões de custo ou o impacto de baixas taxas de juros e retornos de investimentos abaixo do esperado.

Nossa equipe de Soluções Estratégicas para Clientes ajuda os clientes a enfrentarem esses e muitos outros desafios. Ao trabalhar em estreita colaboração, a equipe analisa cada desafio de forma holística no contexto dos negócios gerais do cliente e de suas metas de longo prazo.

Com essa abordagem personalizada, nos tornamos um parceiro confiável para fundos de pensão, seguradoras, gestores de patrimônio e fundos soberanos na Europa, EUA, Ásia, África e Oriente Médio.