Wealth and Asset
Management

Consulting

Prometeia understands the challenge of providing investment and insurance products and services in a shifting regulatory landscape, when faced with increasing competition and evolving client expectations. Using its deep industry knowledge, Prometeia helps clients find innovative, pratical solutions to the toughest business problems. 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, services, processes and compliance frameworks.

Technology

The PFTPro® enterprise advisory platform embodies Prometeia's unique WealthTech® approach, uniting advanced methodologies, processes and technology to serve business objectives and client needs. PFTPro®'s modules may be freely combined to deliver specific functionalities, or blended together to guarantee complete coverage of advisory processes and workflows. This approach permits the construction of wealth management solutions that 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, Head of Wealth and Asset Management Area

sebastiano.perelli@prometeia.com

Michele Leoncelli

Senior Partner, Head of Data and Analytics

michele.leoncelli@prometeia.com