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The mission of Pirker Partners is to support decision makers across the wealth management ecosystem through a flexible, ongoing engagement model by delivering focused, strategic advice and thought leadership on current themes relating to business and technology innovation, and to act as a platform for dialogue between the various parties involved.

Proposition

Client Partnerships

Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value to decision makers and their firms, as it allows for addressing the client's specific needs at any given time. Each partnership will be tailored to a client's goals and preferred engagement model and regularly adjusted to keep it in line with the client's changing requirements. 

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Get in touch, should you be interested in exploring a partnership.

Engagement Types

Pirker Partners can support clients on a broad range of needs including but not limited to:

  • Recurring strategy sessions

  • Advisory board / Steering committee mandates

  • Market landscape scans / vendor evaluation

  • Market entry support

  • Market segmentation

  • Vendor solution evaluation and product roadmap review

  • Partnership strategy evaluation and development

  • Competitive positioning

  • Marketing/sales support (e.g., pitch review, sales training)

  • Due diligence / M&A support  

Thought Leadership

A key mission of Pirker Partners is to be an active voice and thought leader on key themes in the wealth management industry. The firm will focus on a range of thought-leadership-related activities including: 

  • Executive roundtable discussions

  • Regular blog posts

  • Media commentary

Industry Partnerships

Pirker Partners believes in the power of the ecosystem and is open to partner with leading minds and organizations in the industry in support of the firm's mission.

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Get in touch, should you be interested in exploring a partnership.

Focus Areas

Pirker Partners focuses on business and technology innovation in wealth management. At any given time, the firm's activities will concentrate on a set of specific themes which will be evaluated and revised periodically based on market demand.

 

The following themes are the current focus of the firm:

  • Advice platforms 

  • Client data layers

  • Direct indexing

  • Environmental, social and governance (ESG)

  • Financial wellness

Target Firms

Pirker Partners primarily serves the following types of firms:

  • Wealth management firms (i.e., financial institutions)

  • Providers of wealth management products, technology, and platforms (i.e., vendors)

  • Startups entering the wealth management industry

  • Private Equity / Venture Capital firms investing in the wealth management ecosystem

  • Management consulting firms <Back>

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