Asset management in the Americas

Asset management is navigating a new commercial reality.

Rising client numbers and record AUM mask a challenging reality in asset management: profit per AUM is falling, competition is intensifying, and new technologies are disrupting traditional revenue models. The retailization of private assets is creating new opportunities, but it is also forcing firms to rethink distribution, partnerships, and product economics.

Simon-Kucher helps asset managers turn distribution, pricing, and client insights into engines for growth and profitability.

Services & capabilities

01

Customer segmentation & market strategy

Market sizing, customer segmentation, value proposition development, competitive positioning

02

Pricing & customer base management

Pricing model and metric design, price increase program, net revenue retention management, churn prevention and win-back strategy

03

Portfolio & packaging

Product portfolio strategy, packaging structure design, cross-sell and up-sell optimization, new product monetization

04

Distribution effectiveness

Value-selling & negotiations training, sales guidance & collateral, compensation & incentives design, KPI monitoring & controlling

05

Distribution operating model

Distribution organization model & structure, distribution process optimization, territory management & target-setting, sales operations

How we've helped in the Americas

Who we are

Simon-Kucher is a global consultancy with more than 2,200 employees in 30+ countries. As a trusted commercial advisor focused on unlocking better growth, we combine deep consulting expertise, growth specialization, and technology to scale lasting impact. We optimize every lever of commercial strategy – product, pricing, innovation, marketing, and sales – based on what customers want and value. With over 40 years of monetization experience, we are recognized as the world’s leading commercial growth and pricing specialist.

Our team

Senior Partner and Head of Americas Financial Services
New York, USA & Toronto, Canada
Senior Partner, LATAM and Business Banking
Houston, USA
Partner, Wealth Management, Asset Management, and Capital Markets
New York, USA
Senior Director, Wealth Management
Chicago, USA
Senior Director, LATAM
São Paulo, Brazil
Director, Fintech and Private Equity Deals
New York, USA
Director, Asset and Wealth Management
New York, USA
Contactez-nous

Nos experts sont toujours ravis d’échanger avec vous sur vos problématiques. Contactez-nous, nous vous mettrons en relation avec un membre de notre équipe.