Robert McGraw

Robert McGraw

New York, New York, United States
1K followers 500+ connections

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I am a strategic advisor to CEOs helping them to define and execute business growth and…

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  • Boosted.ai Graphic

    Boosted.ai

    New York, United States

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    New York, New York, United States

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    New York, New York, United States

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    Palo Alto, California, United States

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    New York, New York, United States

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    New York, United States

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    New York, New York

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    New York, New York

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    New York, New York

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    New York, NY

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    Greater New York City Area

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Volunteer Experience

  • Former Member, Board of Trustees

    St. Luke's School

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  • Vestry, Finance Committee

    The Church of St Luke in The Fields

    - Present 9 years 7 months

Publications

  • ETF Playbook - Drawing up a gameplan for ETF success

    KPMG

    The ETF Playbook is a new series of articles targeting firms that are looking to enter or expand their presence in the ETF marketplace. This is the first in a series of articles to be released this year. This edition focuses on essential elements needed to launch and operate a successful ETF, including the need to have the right product, the right distribution game plan and the right execution strategy.

    Other authors
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  • Future Of Wealth Management

    Bahamas Investor

    Highlights the key success factors for offshore private banks in attracting the next generation of investors and how digital technologies can be leveraged to enhance the overall client service delivery model

    See publication
  • The Road to Sustainable Growth in Wealth Management

    KPMG

    Outlines how traditional wealth management providers will need to adapt their operating and service delivery models to attract and retain the next generation of investors to deliver sustainable and profitable growth in the future.

    See publication
  • World Wealth Report

    Capgemini / Merrill Lynch

    Market sizing of global HNW population, impact of financial crisis on client behavior / expectations and how firms are embracing behavioral finance as a way to better serve client needs.

    See publication
  • World Wealth Report

    Capgemini / Merrill Lynch

    Market sizing of global HNW population, key client retention/attrition drivers, implications for WM service providers on service delivery model. How firms are adapting service delivery models to embrace a holistic risk based approach to addressing clients goals and needs.

    See publication
  • Wealth Management Transformation

    KPMG Frontiers in Finance, June 2015

    Outlines the key success factors for executing a transformation of the wealth management business to attract and serve the next generation of investors. Highlights the importance of adapting the business and operating model to deliver stronger customer value propositions, the need to align customer and channel capabilities and the role digital and analytics play in delivering a more personalized experience.

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