Wealth and Asset
Management

Consulting

Prometeia understands the challenge of providing investment and insurance products and services in a context of a shifting regulatory landscape, increasing competition and evolving client expectations. Using its deep industry knowledge Prometeia helps clients find innovative, practicable solutions to the toughest business problems. That is why Europe’s leading banks, asset managers, insurers and advisor networks turn to Prometeia’s hands-on, specialist wealth and asset management experience and thought leadership when reviewing their strategies, the services they offer, processes and compliance frameworks.

Technology

The PFTPro® enterprise advisory platform is the expression of the unique WealthTech® approach, uniting advanced methodology, process and technology in the service of business objectives. Its modules may be freely combined to deliver specific functionalities, and together guarantee complete coverage of advisory processes and workflows. This approach permits the construction of wealth management solutions which are distinctive, innovative, efficient, fully governable, and able to reconcile commercial objectives with regulatory constraints while improving service quality.

Partnerships
& Alliances

Prometeia’s worldwide network of strategic partnerships and alliances combines the advanced technology of the PFTPro® platform with the consultancy, integration and support services of the foremost wealth and asset management specialists, leaders and innovators experienced in each market. With strong partners, Prometeia’s clients around the globe benefit from end-to-end services catered specifically to local regulations, business needs and the competitive environment.

Contacts

Sebastiano Mazzoni Perelli

Director Prometeia, Head of Wealth and Asset Management Area

sebastiano.perelli@prometeia.com

Michele Leoncelli

Partner Prometeia, Head of Data and Analytics

michele.leoncelli@prometeia.com