Consultancy

Investment consultants are the most experienced and demanding analysts of investment businesses anywhere in the world. Before being put under their microscopes, an investment business must have a full and candid understanding of its strengths and weaknesses and how it will be perceived.

We can carry out, completely confidentially, a detailed analysis of any business and its investment processes to at least the same levels of detail as any consultant. This high value consulting enables our clients to build up a picture of how they will be perceived by consultants and how they will rate, relative to their competitors. It enables them to maximise the attractiveness of their services to these demanding buyers.

Frequently we find latent issues at our clients which need to be resolved before they can start effective institutional marketing. On these occasions we build a ‘roadmap’ to address any shortcomings and then work through it to transform our clients into world-class institutional managers.

We recognise that not all clients need such in-depth analysis, so we can also assist with practical, day-to-day issues such as product positioning, fund structuring and pricing.

If you wish to talk to someone about our consultancy service please contact William Battersby +44 (0) 20 7408 2448.