TMG Client Profile:

Institutional and High-Net-Worth Industries (IHNW)

Investment Manager

Provides investment management services to institutions and individuals in a customized and client-centric fashion. Historical center of gravity in terms of investment management asset growth.

Current trends across IHNW landscape:

• Slowing growth rates due to market downturn and investment alternatives
• Operational inefficiencies and distractions
• Employee knowledge and retention issues
• Technology complexity
• Need for product diversity

Learn More

• TMG Client Profile: Separately Managed Accounts Industry (SMA)
• TMG Client Profile: Institutional and High-Net-Worth Industries (IHNW)
• TMG Client Profile: Investment Advisory Segment (IAS)