Winslow Capital Group, LLC

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Winslow Capital Group, LLC is a Registered Investment Adviser and institutional consultant providing counsel to bank-based, trust and wealth management divisions and other financial institutions seeking to enhance their asset gathering abilities, better control overhead and maintain a competitive edge. We are an independent resource sitting on your side of the table.

WCG provides independent consulting services to banks that are seeking entrance into the SMA / Overlay / UMA open architecture space as well as to those banks that need to retool their existing SMA / Overlay / UMA offerings. We provide customized research so that banks can find answers to questions about their industry and their offering. WCG helps banks REDUCE COST, FIND EFFICIENCIES and AVOID COMMODITIZATION.

Bank wealth management divisions and other fiduciaries retain Winslow Capital Group, LLC

When they need to devise, implement or review a competitive, comprehensive and complementary open architecture, best-of-breed, investment solution;
When they wish to have an independent firm on their side of the table, providing resources and expertise to help wade through and negotiate myriad alternatives;
When they need to understand the important distinctions between SMA, UMA, Overlay, and UMH;
To understand how open architecture impacts your organizational structure; integration of business lines; system of record; custody solution, and internal & external reporting capability;
When they want to better the chances for success through a formalized Adoption & Implementation process that leads to more AUM. WCG works with key constituencies within the bank so that often overlooked impediments are addressed in a positive manner;
To help on strategic planning and integration issues, especially when banks are contemplating restructuring their wealth management related business lines;
When they need answers to questions about their industry and their offering;
When they desire to REDUCE COST, FIND EFFICIENCIES and AVOID COMMODITIZATION.