The global financial services market is consolidating rapidly as technological improvements and regulatory change drive huge change.

At Clearwater International we have the skills and expertise necessary to guide corporates through these changes, advising them on their business strategy and M&A options.

Our dedicated financial services team offers a full range of services for owner managers covering sectors such as insurance, wealth management, debt management and invoice discounting.

In the insurance market we work with brokers, loss adjusters, underwriters and wholesalers to support companies, while also working with independent financial advisers and wealth managers to help advise entrepreneurs. We also have extensive links within debt management and debt purchase providers, as well as with the asset-based lending, invoice discounting and factoring industries.


Sector Comments

Financial Services Sector Comment – February 2017

InsureTech Technology continues to drive a paradigm shift for virtually all financial services sub-sectors and the insurance market is no exception. The digital generation is becoming a major customer segment for insurance businesses. With this in mind, the insurance industry … Find out more…

Financial Services sector comment – July 2016

Disruptive innovation is a common theme in today’s financial services sector, with everything from lending methods (P2P/crowdfunding) and insurance broking channels (price comparison websites) to risk underwriting (use of telematics and big data analytics) and currencies (cryptocurrencies) being fundamentally changed … Find out more…

Financial Services Sector Comment – April 2016

The wealth management sector has gone through dynamic change over the last few years. Players have dealt with waves of consolidation triggered by the implementation of new regulations and technological innovation. With the adoption of the Retail Distribution Review in … Find out more…