Precision Advisory for the Evolving Wealth Ecosystem
Supporting asset managers, RIAs, private banks, and wealth platforms as they modernize governance, optimize operations, and manage growing regulatory scrutiny.
🧠Overview:
The asset and wealth management landscape is transforming rapidly — with margin compression, fee transparency, ESG mandates, and regulatory modernization reshaping how firms operate. Our team works with leading global managers and digital wealth platforms to help navigate this new era with confidence.
At Wyman Advisory, we don’t just advise — we enable execution. We bring together regulatory insight, risk strategy, AI fluency, and delivery capability across the full lifecycle of the wealth business.
🔍 Our Areas of Focus:
Regulatory Risk & Compliance Transformation
Build frameworks aligned with SEC, ESMA, MAS, FCA, and client-specific mandates.WealthTech & Data Strategy
From vendor governance to data architecture and AI adoption, we enable secure scale.KYC/AML Modernization
Streamline onboarding, ongoing monitoring, and regulatory alignment across jurisdictions.ESG Strategy & Compliance
Operationalize ESG mandates in reporting, product governance, and disclosures.Operational Due Diligence (ODD) & Readiness
Help firms prepare for investor scrutiny, M&A, or platform integrations.
đź’¬ Why Wyman Advisory?
Deep experience supporting global asset managers, private wealth boutiques, and digital platforms.
Expertise in both regulatory remediation and proactive AI/tech innovation.
Track record delivering impact during transitions, audits, growth, and transformation.