Target clients
Working with the full range of wealth management and digital finance clients to strengthen strategic abilities
An organisation's ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.
– Jack Welch
Acvantage works mainly with 2 categories of target clients: Established players in the wealth management industry, and financial technology companies.
EXISTING PLAYERS
Wealth management companies:
- Universal banks with private banking units.
- Private banks.
- Asset management / fund management companies.
- Asset management units of insurance firms.
- Multi- and single-family offices.
- Independent asset managers.


Most of today’s wealth management players are facing significant changes in their competitive environment and in client expectations. Furthermore, the emergence of new disruptive technologies and digital actors makes their business even more challenging.
In this context, Acvantage strengthens the strategic ability of these players to innovate and transform their business model, notably through new technological solutions from the fintech sector.NEW PLAYERS
Financial technology companies:
- Fintech / wealthtech companies.
- Digital platforms and exchanges.
- Decentralized financial organisations.

Fintech start-ups need to ensure that they have both an economically viable business model and a scale-up strategy that allows them to grow quickly and with traction. They can therefore particularly benefit from working with established financial actors.
In this context, Acvantage provides fintech companies and digital finance entrepreneurs with focused advice on strategy, development and the establishment of business partnerships with traditional wealth management players.
With its differentiated expertise, Acvantage sits at the crossroads between the worlds of traditional wealth management and digital investment finance.