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Joe Carrubba leads the Asset Management segment in North America for Boston Consulting Group, and is a core member of the Financial Institutions practice area. He advises clients on a variety of strategic, operational, and organizational issues within asset management, asset servicing, wealth management, and banking. Joe has led many large performance improvement programs for financial service players and is a BCG topic leader in asset management, asset servicing, and digital transformation. He is also a core member of BCG’s office of the CFO.

Prior to joining BCG, Joe worked at a leading asset manager.

AREAS OF EXPERTISE

EDUCATION

  • BA, Cum Laude, Harvard University

Publications and Videos

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2024年BCG全球资产管理报告：AI与下一轮转型浪潮

全球资产管理行业管理资产规模在2023年实现了惊人反弹，然而尽管规模增长显著，资管机构的经营压力却在持续增大。面对压力，资管机构要想保持竞争力并提高盈利能力，需要加速推进最佳战略，AI和GenAI已成为关系成败的重要因素。资管机构应积极转型，建立应用AI技术所需的组织力量。
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AI and the Next Wave of Transformation

The key to future growth lies in using artificial intelligence to execute a highly effective three-part plan.
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Scalable Tech and Operations in Wealth and Asset Management

A new breed of end-to-end, third-party platforms can be successfully deployed by wealth and asset managers to help them cut costs and lift revenues.
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Global Asset Management 2023: The Tide Has Turned

Global assets under management fell by 10% in 2022. To return to historical levels of growth, firms should focus on profitability, private markets, and personalization.
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Global Fintech 2023: Reimagining the Future of Finance

In just two short decades, fintech has exploded onto the financial scene--with more dynamic growth to come.
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Global Asset Management 2022: From Tailwinds to Turbulence

Our 20th annual report on the global asset management industry looks back at a long period of growth—and explores the changes that lie ahead.
Global Asset Management 2021

2021年全球资产管理报告：全球资管体量突破100万亿美元大关

本报告是BCG针对全球资产管理行业发布的第19份年度报告，旨在通过此文帮助中国资管机构放眼全球市场，厘清全球市场未来发展格局，并与大家共同探讨中国资管行业的未来发展方向。
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2021年全球财富报告：客户至上，掘金三大财富管理客群

长久以来，财富行业一贯采用由内而外的业务运营模式，而现在这种局面亟待改变。未来五年前景光明，个人投资者和财富管理机构皆有望迎来一派欣欣向荣之景。然而，在衡量和把握机会的过程中需要从客户视角出发，想客户之所想，并开展与其匹配的全面商业模式转型。
Global Asset Management 2021

Global Asset Management 2021: The $100 Trillion Machine

In a uniquely tumultuous year, assets under management worldwide showed strong overall growth, passing a major milestone along the way.
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Global Wealth 2021: When Clients Take the Lead

Flipping the lens to look at global wealth from the perspective of client needs instead of net worth reveals huge untapped revenue pools lying in plain sight.
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At the Crossroads: Wealth Management in North America

North American wealth managers entered the recent crisis in worse shape than they entered the Global Financial Crisis of 2008/2009. This creates a pressing need for change, and a revitalized agenda is called for to establish strategic priorities and a winning game plan.
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2020年全球财富报告—财富管理20年：洞见未来—财富管理机构的进阶之路

深入洞察过去20年全球和中国财富变化密码，放眼未来20年财管市场投资和职业发展的机遇。