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Joseph Lai

Partner, New York
Guides financial services companies including alternative-asset managers, asset managers, banks, fintechs, insurers, and wealth managers to develop growth strategies and drive transformational change

About Joseph

Joseph helps leading companies across the financial-services ecosystem, including alternative-asset managers, asset managers, banks, fintechs, insurers, and wealth managers. He has particularly deep expertise serving wealth- and asset-management firms on topics related to strategy, growth, and distribution.

Joseph’s advisory work includes growth and portfolio optimization, distribution effectiveness, digital-business building, M&A, and large-scale operational and functional transformations.

His recent projects include:

  • designing and building a new digital business for a global bank
  • defining a five-year portfolio and growth strategy for a global insurer
  • leading a commercial transformation across sales, marketing, product, and pricing for a global-asset manager
  • guiding post-merger integration and strategy development for a multibillion asset-management transaction
  • developing and executing a talent strategy for an alternative-asset manager
  • establishing a digital and advanced-analytics capability for a real-estate investor
  • steering an operating model and productivity transformation for a wealth manager

Published Work

Advanced analytics in asset management: Beyond the buzz,” McKinsey & Company, March 2019

Education

Harvard University
MPA

The Wharton School, The University of Pennsylvania
MBA

Stanford University
MA, sociology
BA, international relations