ケーススタディ

Strategic refocus for global wealth management company

This global wealth management company had great potential, but stagnant profits. It needed a clear corporate vision to maximize value for shareholders. Bain recommended focusing on developing the private banking unit and selling the asset management business. The strategic refocus created significant shareholder value, and the company outpaced the market index by $750 million in six months.

  • min read

概要

  • $1B profit after sale
  • $750M outpace of market index in six months

全文

The Situation

AssetMaster* had great potential, but stagnant profits. The company needed a clear corporate vision to maximize value for its shareholders.

AssetMaster is an integrated global wealth management company that operates several distinct businesses, including an asset management operation and a private banking business.

Recently, the asset management unit has had declining profitability. At the same time, private banking, though highly profitable, was ignoring untapped potential.

AssetMaster's management believed that a few critical factors were causing these performance problems:

  • Untapped synergies between business units
  • Underpenetration of core markets
  • No clear private banking strategy
  • Dysfunctional and poorly defined organization

AssetMaster asked the Bain team to help improve its profits and fix underperforming asset growth by reviewing the company's integrated business strategy.

Our Approach

Bain conducted a comprehensive review of AssetMaster's businesses and developed an implementation plan for a new strategy.

Our Recommendations

By selling the asset management business, AssetMaster could focus its resources on developing the full potential of the private banking unit - and maximizing shareholder value.

The Results

AssetMaster's shareholders gained significant value through the new strategy: the company outpaced the market index by $750 million in six months.

* We take our clients' confidentiality seriously. While we've changed their names, the results are real.

お気軽にご連絡下さい

私達は、グローバルに活躍する経営者が抱える最重要経営課題に対して、厳しい競争環境の中でも成長し続け、「結果」を出すために支援しています。