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Our Services

Evolution Partners works with major financial services institutions within the Investment Banking & Wealth Management; Investment & Asset Management; and Insurance sectors.

We simplify complexity through developing structured, tailored solutions to support our clients’ requirements and deliver powerful results.

We are Transformation specialists

Evolution Partners supports its clients throughout the Transformation journey. We help develop and shape our clients’ Strategy, plan and execute the Transformation phase, and embed the changes to deliver efficient and effective Operations. Our approach is supported by our Transform methodology, which is tailored to the specific needs of each client situation.

How we work

Strategy

Transformation

Operations

Evolution Partners supports clients in developing and validating their strategy - the first and most important step on the transformation journey.

The trigger for the strategy development may be internal - developing new products and markets - or external, driven by regulation or Mergers & Acquisitions.

In addition to validating relevant strategies, Evolution Partners also supports Target Operating Model design.

Evolution Partners provides end-to-end support during the transformation journey.

This includes validating the client’s strategic objectives, designing the future state organization, target operating model and transformation implementation plan. During the execution phase value is delivered during all phases, and risk is effectively managed and mitigated. The final stage of transformation is transitioning into business as usual and operationalizing the change.

Evolution Partners optimizes organizational operational efficiency and effectiveness through the implementation of lean, automated processes.

Technology is a key enabler and Evolution Partners works with leading FinTech firms (which the firms also invests in) to be able to provide the most modern technology options for its client.

How we work

Strategy

Evolution Partners supports clients in developing and validating their strategy - the first and most important step on the transformation journey.

The trigger for the strategy development may be internal - developing new products and markets - or external, driven by regulation or Mergers & Acquisitions.

In addition to validating relevant strategies, Evolution Partners also supports Target Operating Model design.

Transformation

Evolution Partners provides end-to-end support during the transformation journey.

This includes validating the client’s strategic objectives, designing the future state organization, target operating model and transformation implementation plan. During the execution phase value is delivered during all phases, and risk is effectively managed and mitigated. The final stage of transformation is transitioning into business as usual and operationalizing the change.

Operations

Evolution Partners optimizes organizational operational efficiency and effectiveness through the implementation of lean, automated processes.

Technology is a key enabler and Evolution Partners works with leading FinTech firms (which the firms also invests in) to be able to provide the most modern technology options for its client.

Client Case Studies

We work with leading Financial Services Institutions to design, implement and operationalise their Transformation journeys.

The Case Studies below provide insights into how we've helped some our clients achieve their strategic goals.

Case study

Asia-Pacific ESG Implementation

Client

Business Challenges

Approach

Outcomes

  • The client is a major UK-listed consumer products company​
  • As part of its corporate governance and reporting framework it must publicly report progress on meeting its ESG commitments​
  • It engaged Evolution Partners to help support the roll-out of the ESG framework to its Asia-Pacific regional business​
  • After the client had successfully established its ESG program in Europe, it then moved to roll it out in Asia Pacific​
  • However there was no existing ESG framework in the region and all activities were carried out on an ad hoc basis without coordination or consistency​
  • The Evolution Partners team helped develop a regional ESG framework that, in addition to being aligned to and consistent with the global ESG framework, supported local ESG initiatives at the end-market level
  • A methodology was developed to track the success of the regional initiatives back to the client’s overall ESG commitments globally
  • The Asia-Pacific ESG framework was successfully rolled out, with clear accountability for each of the E,S & G pillars in the region ​
  • It was fully aligned to the firm’s global ESG framework with overall targets, providing full traceability from end markets to global targets​
Case study

InsurTech Go-To-Market Strategy and Product Roadmap

Client

Business Challenges

Approach

Outcomes

  • The client was the FinTech arm of a major US-headquartered life insurance company that had successfully launched an online, direct life insurance portal in the United States and was looking to develop a similar solution for the Asia Pacific market
  • The firm was focusing on life insurance and health-related protection products​
  • Whilst the client had rapidly built a successful brand in the United States, American consumers are more used to buying financial services products online​
  • The client was looking to develop an Asia-Pacific Go-To-Market Strategy and Product Roadmap​
  • Evolution Partners worked closely with the client to identify routes to market including direct and partnership models, building high-level business cases​
  • Product Roadmaps were developed, focusing on delivering a Minimum Viable Product initially, and adding in new features as products gained traction in the market​
  • The client was left with a clear view of its target customers and how to deliver value to them, initially from simple protection products sold directly​
  • A longlist of potential targets was created to approach to discuss partnership distribution models​
View all Case Studies

Client Case Studies

We work with leading Financial Services Institutions to design, implement and operationalise their Transformation journeys.

The Case Studies below provide insights into how we've helped some our clients achieve their strategic goals.

Case Study

Asia-Pacific ESG Implementation

Client

  • The client is a major UK-listed consumer products company​
  • As part of its corporate governance and reporting framework it must publicly report progress on meeting its ESG commitments​
  • It engaged Evolution Partners to help support the roll-out of the ESG framework to its Asia-Pacific regional business​

Business Challenges

  • After the client had successfully established its ESG program in Europe, it then moved to roll it out in Asia Pacific​
  • However there was no existing ESG framework in the region and all activities were carried out on an ad hoc basis without coordination or consistency​

Approach

  • The Evolution Partners team helped develop a regional ESG framework that, in addition to being aligned to and consistent with the global ESG framework, supported local ESG initiatives at the end-market level
  • A methodology was developed to track the success of the regional initiatives back to the client’s overall ESG commitments globally

Outcomes

  • The Asia-Pacific ESG framework was successfully rolled out, with clear accountability for each of the E,S & G pillars in the region ​
  • It was fully aligned to the firm’s global ESG framework with overall targets, providing full traceability from end markets to global targets​
Case Study

InsurTech Go-To-Market Strategy and Product Roadmap

Client

  • The client was the FinTech arm of a major US-headquartered life insurance company that had successfully launched an online, direct life insurance portal in the United States and was looking to develop a similar solution for the Asia Pacific market
  • The firm was focusing on life insurance and health-related protection products​

Business Challenges

  • Whilst the client had rapidly built a successful brand in the United States, American consumers are more used to buying financial services products online​
  • The client was looking to develop an Asia-Pacific Go-To-Market Strategy and Product Roadmap​

Approach

  • Evolution Partners worked closely with the client to identify routes to market including direct and partnership models, building high-level business cases​
  • Product Roadmaps were developed, focusing on delivering a Minimum Viable Product initially, and adding in new features as products gained traction in the market​

Outcomes

  • The client was left with a clear view of its target customers and how to deliver value to them, initially from simple protection products sold directly​
  • A longlist of potential targets was created to approach to discuss partnership distribution models​
View all Case Studies

Supporting clients with ESG strategies

'E', 'S' & 'G' are possibly the most widely used initials in the business world at the moment. Evolution Partners has worked with a number of organisations to develop their global and regional ESG strategies, ensuring that they are compliant with domestic and international ESG reporting and disclosure requirements, as well as building deep internal ESG capability and expertise.

ESG with Nobel Basser and Hannah Smyk

In this episode, we focus on ESG. Dimitrios Perdikoulis speaks to two of our Analysts, Nobel Basser and Hannah Smyk, about their involvement in developing the firm’s ESG roadmap and supporting an FMCG client in creating an ESG strategy for their Asia-Pacific locations. They also share what it is like to work as an Analyst at Evolution Partners.

15 Apr 2021

Evolutionary Exchanges

Evolutionary Exchanges is our podcast series which aims to dive deeper into the lives of our team and guests.

Our goal is to go beyond what can be found online, and to foster interesting conversations around finance, consulting, ESG and the wider world surrounding Evolution Partners.

View all
Evolutionary Exchanges

Our Health and Wellness Series, Part 4

Hong Kong Managing Partner and Head of Health and Wellness Bob Chapman speaks to consultants Emily Capon and Alexandra Murray-Tacon about the Health and Wellness...

17 Jan 2023
Evolutionary Exchanges

Our Health and Wellness Series, Part 3

Hong Kong Managing Partner and Head of Health and Wellness Bob Chapman speaks to consultant Alexandra Murray-Tacon and analyst Harsita Raja about the increased demand...

14 Dec 2022