Services Offered

EXECUTIVE ADVICE

Executive advice includes strategic consulting related to planning, designing and execution of specific initiatives critical to the firm’s success. All of which are areas related to potential growth and firm management, to be developed strategically and supported universally by the management team through productive collaboration. 

INVESTMENT MANAGEMENT

Investment capability relevancy assessment, product development, prioritization and planning are critical to any investment management organization. An institution prioritizing meaningful growth and potential change must pursue a thoughtful approach to those strategies that are prioritized, remain, incubated, eliminated or even potentially purchased. Incorporating pragmatic market demand, adapted to each channel, is paramount for an organization’s success. Evaluation of the current offerings, strengths and weaknesses, followed by prioritization, rationalization and market rollout strategies. This can include institutional, HNW and retail placement.

DISTRIBUTION STRATEGIES

Realizing potential growth through new businesses and/or channels, designing market strategies, improving and expanding current relationships, identifying and establishing potential strategic relationships, establishing a client solutions focus as well as cross selling current clients. Direct thoughtful prioritization of finite distribution resources to high probability channels globally with acute focus on relevant investment capabilities is a proven approach.

BRANDING STRATEGIES
Establishing a strong brand is an enormous challenge in any industry and is intensified in the asset management business where reputation is paramount. Experience within the market dealing with gatekeepers, influencers and ultimately asset owners is critical for evaluating and formulating the approach to bring an organization to market. The focus needs to be on creating a firmwide narrative based on its philosophy and culture. Successful messaging will promote a consistent voice which permeates all forms of communications: in-person dialogue, presentations, digital, and written. Messaging is created, enhanced and refined by integrating the firm’s culture while ensuring the delivery of the intended client experience. Additionally the message must be appropriately adapted for various audiences and mediums.

STRATEGIC DEVELOPMENT

Acquisition / Identifying Strategic Global Partners – (Lift-out, Mergers, Sale)

CHANGE & CRISIS MANAGEMENT

Convincing the market that the client’s interests are always put first regardless of a new ownership, reorganization, investment team turnover, executive turnover and/or a strategy change is the only path to success. Messengers that are trusted and authentic have the best probability of success.

OTHER OFFERINGS

Sales Leadership Training, Sales Training, and Professional Coaching