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Winslow Capital Group, LLC (WCG)
       
 
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Winslow Capital Group, LLC (WCG)
 
 
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Winslow Capital Group, LLC (WCG)
Independent advice on platform technologies for the Wealth Management Business Model.

The wealth management industry is dependent on technology to achieve a scalable business model where marginal sales revenue increases at a faster rate than the marginal cost of manufacturing and distribution. Achieving scale in this environment is all the more difficult because clients expect customized portfolio management and access to top tier money management, all at a competitive fee.

The wealth management industry is in process of making the intellectual and cultural leap to enable an Open Architecture platform and business model. Open Architecture is becoming a necessary condition but the key is to find the right fit. Implementation models can include a range from proprietary disciplines; to Separately Managed Account platforms ("SMA"); to an Overlay-models based approach; to Unified Account Management environments ("UMA"); to Unified Managed Household Accounts ("UMH").

WCG helps wealth management organizations build scale into the business model and customize the client experience by rationally linking technology to support, define, and adopt a more efficient wealth management business process and in turn, a more competitive and sustainable business model.

Winslow Capital Group, LLC is the leading independent consultant for banks, investment advisers, and broker-dealers seeking to determine the right business model and method of execution regarding open architecture including, SMA, UMA, Overlay, and UMH. WCG provides independent counsel to make the right decisions on open architecture environments as well as avoid the costly mistakes of implementing a poor choice. We design customized solutions regarding open architecture and can help an institutional client understand implications on related topics including, vendor selection; integration of affiliated business lines; streamlining systems of record; use of bank and brokerage custody; internal and external reporting; adoption; Turn-Key-Asset-Management-Platforms (TAMP); and Point Solution Models.

Winslow Capital Group, LLC can help you navigate:

   the critical distinctions between and implications of SMA / UMA / Overlay / UMH / TAMPs / Point Solution Models;
   competitive price analysis of and negotiation with your vendor(s);
   making an informed decision on "unbundled versus bundled" service providers;
   a discussion about the ongoing evolution of the industry and the impact on your decisions;
   manager selection and monitoring;
   performance & attribution;
   product positioning relative to existing, proprietary offerings;


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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