Financial Services Strategy

Mathema assists financial services firms worldwide to define, build, execute and maintain winning strategies.

We work with hedge funds, banks, family offices, insurers, pension funds, investment managers, central banks, payment companies and high net worth individuals to define, build and maintain winning securities and business portfolios.

We assist clients with aligning actions to long-term objectives, and balance risks on a capital adjusted basis.

We work with clients on issues relevant to the enterprise-wide management of their business, such as growth, portfolio mix, business unit strategy, the impact of global trends and the management of government stakeholders. Mathema is well-versed in both top-down strategic approaches and the innovation required to compete in a global economy marked by disruptive technology and emerging markets.

We work with chief financial officers on finance organization, portfolio strategy and major investment decisions; linking corporate strategy to capital markets performance; investor communications; ensuring that M&A and other transactions are consistent with overall strategy; and strategic due diligence reviews and integration planning.

We partner with clients on corporate planning, providing perspective on immediate value and impact, as well as long-term implications. Mathema works closely with management and other advisers to leverage and complement their capability set to actively support implementation and skill building.


μάθημα (máthēma, knowledge, study, learning)

Data-centric management consulting