IWA Business Model
An emerging business model—the Independent Wealth Adviser (IWA)—is focused on building scale and consistency to add capital value
Challenges in today’s investment landscape are causing many wealth managers to reshape firm strategy. Amid the change, we have found forward-looking leaders across IFAs, PCIMs, and Banks, adopting a new business model with common characteristics:
- Clear value proposition
- Consistent client process
- Consistent and scalable investment process
- Redefined role of the adviser
- Uniform processing capabilities
- Commitment to transform
We believe firms adopting the IWA business model and employing a centralised models-based investment management approach can distinguish themselves from those who simply “push product.”
Potential Benefits of the IWA model
- A differentiated client experience
- Strengthened relationship to become clients’ trusted adviser
- Enhanced capital value and more predictable revenue model
- Improved efficiency and reduced risks through centralised processes
- A scalable business model with single infrastructure to manage relationships
- Driven efficiencies and capital redeployment to effectively drive growth
Want to learn more? Contact us to request a copy of our IWA paper.
