Private Banking / Wealth Management Support
Private Banking and Wealth Management businesses can accelerate their profitable growth through superior relationship management, by offering differentiated client solutions and by implementing effective internal controls.
Our clients accomplish more in each of these areas by leveraging support from Amba teams that combine capital markets domain knowledge with functional expertise.
Some of our clients have built new research products and portfolio analytics tools through us, which have helped them differentiate in a competitive market. Other clients have used Amba teams to run parts of their sales and marketing engine more efficiently. Further, some of our clients have ensured that their compliance and internal controls are implemented in an extremely cost effective manner.
Our private banking / wealth management support services include:
- Research and new product development
- Portfolio analytics and reporting
- Sales and marketing support
- Regulatory compliance and internal controls support