Driving data-led growth in a global wealth management firm

A leading global wealth management firm looking to accelerate organic growth and improve the performance of its client-facing teams.

The challenge

Growth ambition without precision

The business was performing well, but the new CEO knew there was more opportunity.

“It wasn’t that there was a problem… but there was still an opportunity to do better.”

They lacked clarity on:

Which capabilities actually drove performance.
Which individuals had the potential to improve.
Whether development investment was delivering ROI.

Like many organisations, they relied on generic training programmes that failed to deliver impact. As Benne put it:

“Those generic approaches… they don’t move the dial.”

The solution

From insight to targeted intervention

SBR partnered with the client to implement a data-led capability approach, focused on precision rather than scale. At the core was a simple principle:

“Be more targeted, more analytical… and you’ll get better results.”

What SBR did:

Analysed performance and capability data across the organisation.
Used behavioural science and AI-driven psychometrics to assess potential.
Identified the specific capabilities that drive performance.
Built a Unique Target Capability Profile for the business.
Targeted development investment towards high-potential individuals.

This replaced “one-size-fits-all” training with focused, high-impact interventions.

Embedding Change

SBR worked closely with leadership to ensure the programme landed:

Positioned as development, not assessment.
Supported by leadership advocacy and coaching.
Reinforced by high performers acting as mentors.

This created strong engagement: “Over 85% voluntary participation in the programme”

The impact

Measurable, sustained ROI

The results were both immediate and sustained.

400%+ ROI

30% increase in growth vs the control group, sustained over 3+ years

“You can get staggering results if you take a more targeted, analytical approach.”
Benne Peto
CPO

About the client

A UK leader in wealth management, investment management and financial planning advice. Over £60bn AUM, 180 years of experience and nationwide offices.