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Accounting Firm

Excellence Consulting

Multi-boutique consulting group offering strategy, change management, analytics and ESG advice, mainly to financial firms

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About Excellence Consulting

Excellence Consulting is a group of specialist consulting firms rather than a single practice. Its material is in Italian and much of its published research concerns financial advice and asset management.

What Excellence Consulting offers

  • Strategic consulting — advice on direction and positioning.
  • Operating model redesign — restructuring how organisations run.
  • Change management — support during transformation.
  • Digital disruption work — guidance on technology-driven shifts.
  • ESG transition — help adapting business models to sustainability aims.
  • Business intelligence and analytics — data work run by one of its group companies.

Who it works with

Financial services firms, including advisory networks and asset managers, which are the subjects of its research reports on advisory fee rules and the market value of listed networks.

Key facts

  • Structure: several companies with different specialisms
  • Recognition: won a consultancy award at the 2022 Private Banking Awards
  • Publishing: regular research reports

Profile written by TrustList from the business's own published information, Oct 2026.

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