Asset and Wealth Management Consultants
Shoreline is a consulting firm focused on the needs of asset and wealth management industry clients across Asia Pacific. Our expertise encompasses four key areas.
Product Advisory Services
Shoreline has in-depth expertise in the development and delivery of business and product strategy across Australian and Asian markets. Shoreline’s capabilities cover all aspects of the product lifecycle from new market assessment to product development, management and governance.
Operating Model Design
We have extensive experience designing tailored operating models that define the target state of the business to enable successful execution of the business strategy. Our consultative approach, involving all stakeholders, assists in determining the most appropriate model.
IT Strategy & Architecture
Shoreline has a deep understanding of all aspects of IT strategy and architecture across wealth and asset management organisations. We help financial services companies develop their IT strategy and create a roadmap to define supporting capabilities, architecture design and solution design.
We assist organisations with the successful delivery of business change, ranging from small projects to large and complex programs. We understand the industry-specific factors required to deliver results, from the criticality of front office changes to consideration of regulatory requirements.