Employee Benefits for Asset Managers

Employee Benefits that make a strategic difference

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Employee Benefits that make a strategic difference in Asset Management

Attracting and retaining top talent is one of the biggest challenges facing asset management firms today. High performance is expected, competition is intense, and the pressure never stops. In this demanding environment, employee benefits do more than just support individuals — they help drive firm-wide success.

Why Employee Benefits matter

The asset management sector is navigating fast-paced change: market volatility, regulatory demands, digital disruption, and evolving employee expectations. Your people are your competitive advantage — and they expect more than just a high salary.

Top talent is looking for employers that support their long-term wellbeing, offer flexibility, and demonstrate strong values around diversity, sustainability, and inclusion. In this space, your benefits strategy becomes a direct reflection of your culture — and a key differentiator in the race for talent.

According to LinkedIn, 86% of Millennials would take a pay cut to work for a company whose values align with their own.

MetLife research shows that 71% of employees expect their employer to play a greater role in their wellbeing. For asset management firms, this means designing benefits that reflect the whole employee experience — from physical and financial health to mental wellbeing and career development.

Our expertise: Built for Asset Managers

We’re proud to partner with over 350 asset management firms, from global names to high-growth start-ups. Our dedicated team brings unmatched sector knowledge, data-driven insights, and award-winning consultancy to help you build a high-impact, future-ready benefits strategy. Why Asset Managers choose us:

Sector-specific expertise

Our consultants specialise in asset management and understand your business, your people, and your challenges.

Data-driven insights

We deliver benchmarking and analytics to help you stay competitive.

Established insurer partnerships

We’ve shaped sector-specific benefits solutions typically reserved for the largest employers.

Personalised service

A dedicated relationship lead, supported by our expert consulting and administrative team, provides every client with a single, knowledgeable point of contact who understands your unique needs. Delivering you with personalised support and strategic guidance that drive better outcomes and long-term success for your firm and your people.

Services designed for Asset Management firms

We offer end-to-end consultancy and delivery across all aspects of employee benefits and wellbeing:

  • Benefits and wellbeing strategy design aligned to firm’s goals
  • Benchmarking against sector standards
  • Specialist support for start-ups and scaling firms
     

  • Private Medical Insurance (PMI), dental, life insurance, income protection, critical illness
  • Pensions and financial wellbeing consultancy
  • ESG-compliant pension strategies

  • Wellbeing strategy development and execution
  • Mental health support and preventive wellbeing solutions
  • Global and local wellbeing programme integration

  • Flexible benefits platforms with customisation for different life stages
  • Bespoke multichannel communications to increase awareness and engagement
  • Member guidance, virtual workshops, and tailored benefit brochures
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Global Benefits Management & Consultancy

For asset managers with global reach, we offer international benefits consultancy built to scale with your growth. Whether you’re managing expatriates, remote talent, or launching operations in new markets, we ensure your benefits programme remains competitive, compliant, and culturally aligned.

Our global services include:

  • Cross-border benefits strategy and governance
  • Multinational pooling and harmonisation of policies
  • International PMI and protection benefits
  • Local market expertise in 100+ territories through our global network
  • Centralised reporting, plan comparison, and cost control
  • Support with global mobility, relocations, and expat packages

We’ll help you deliver a consistent employee experience around the world while meeting local regulatory and cultural expectations — without overcomplicating your operations.
 

How do your benefits compare?

Download our latest Asset Management Benefits Benchmarking Report to see how your firm stacks up — and discover opportunities to create a more compelling and competitive employee experience.

Download now
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Build a future-ready benefits strategy

Whether you’re launching a new firm, maximising your existing benefits strategy, or expanding globally, our team is here to help. We’ll work with you to create a benefits and wellbeing strategy that strengthens your brand, supports your people, and delivers measurable business impact.

Get in touch with our specialist team today

Meet the team

Photo of Gemma McFadyen

Gemma McFadyen

Head of Asset Management
Photo of Robbie Weston

Robbie Weston

Executive Director, Asset Management and Climate Risk & Resilience