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Practice Areas

Advisory concentrated in wealth management, asset management, and life insurance. Every mandate led personally.

Practice Areas

Three sectors. No generalist work.

The practice is concentrated in three sectors because that is where the experience is. Thirty-five years of sustained advisory work in wealth management, asset management, and life insurance produces a different quality of insight than broader coverage would.

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I

Wealth Management Strategy

Corporate and business unit strategy for wealth management firms across the competitive spectrum. Advisor productivity, client loyalty, distribution model design and the structural forces reshaping how wealth is managed across North America.

Competitive PositioningAdvisor ProductivityClient LoyaltyDistribution Design
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II

Asset Management Strategy

Corporate and business unit strategy for traditional and alternative asset managers. Product strategy, distribution design across institutional and wealth channels, and the convergence between asset management and insurance. Antonio has advised leading North American and European managers across the full cycle of strategic decision-making.

Product StrategyDistribution ChannelsInstitutional & RetailAM/Insurance Interface
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III

Life Insurance Strategy

Corporate and business unit strategy for life insurers across individual life, group benefits and wealth accumulation. Distribution strategy, the transition of insurers into asset management, and the competitive response to private equity-backed entrants.

Individual LifeGroup BenefitsDistribution StrategyAM/Insurance Convergence
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IV

M&A and Transaction Advisory

Strategic framing, target assessment and post-merger integration for transactions in wealth management, asset management and life insurance. Antonio has advised on a number of the most significant transactions in North America in these sectors.

Deal StrategyTarget ScreeningIntegration PlanningValue Creation
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V

Distribution and Customer Strategy

Channel strategy, distribution model design and client loyalty across wealth management, asset management and insurance. Grounded in proprietary Bain research on what drives advisor retention and the distribution economics of high-performing firms.

Channel EconomicsAdvisor RetentionClient LoyaltyDigital Distribution
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VI

Board and Executive Advisory

Ongoing confidential counsel for boards and senior leaders on competitive strategy, governance and leadership. These relationships are most valuable when they are sustained over time, not structured as discrete projects.

Board AdvisoryExecutive CounselGovernanceSuccession
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Why Clients Choose Us

Why clients in these sectors work with us.

Thirty-five years of advisory work in these sectors, across competitive cycles, ownership structures, regulatory shifts and distribution transformations, produces a level of familiarity that is difficult to replicate. Most advisors who cover financial services cover much of it from the outside. This practice was built from within.

Wealth management

Independent advisors, bank-owned wealth platforms, full-service brokerages and trust companies across North America and Europe.

Asset management

Traditional and alternative managers, institutional and wealth distribution, the growing private markets channel and the strategic implications of fee compression.

Life insurance

Individual life, group benefits, annuities and the convergence between life insurance and asset management, including the competitive implications of private equity-backed insurer entry.

Published research

Published research through Bain on wealth management M&A, customer loyalty, distribution strategy and insurer migration into asset management.

Strategy work
Engagement Structure

Engagement structures.

The structure is determined by what the client's situation actually requires, discussed directly before any mandate begins.

Project Engagement

Defined scope, timeline, and deliverables. For strategic reviews, transaction advisory, and diagnostic work where a clear output is required.

Advisory Retainer

Ongoing senior counsel monthly. For boards and executives who benefit from sustained independent perspective across multiple issues over time.

Focused Diagnostic

A time-bounded assessment of a specific strategic question, designed to produce a well-founded point of view efficiently.

Discuss Your Situation