WHO WE ARE
We are a boutique advisory firm specializing in talent and growth strategy for the investment management industry. With deep roots across Private Markets, Wealth, and Asset Management, we partner with firms to identify leaders, scale distribution, and execute on product and market expansion initiatives.
From executive search and interim leadership to market entry and M&A support, we work as a strategic partner to firms looking to build, evolve, or accelerate growth, across product, distribution, and platform strategy.
Strategic Talent & Growth Advisory
We help firms in Private Markets, Wealth, and Asset Management identify leadership, expand into new markets, and execute strategic growth initiatives across product, distribution, and investment solutions.
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“Globalization has changed us into a company that searches the world, not just to sell or to source but to find intellectual capital – the world’s best talents and greatest ideas.”
-Jack Welch
Practice Areas
Executive Search
We identify and attract transformative leaders across Private Markets, Wealth, and Asset Management. Our approach combines deep market insight with high-touch advisory to help clients secure top talent in roles spanning product, distribution, investment, and leadership.
Interim Management
Through our curated network of seasoned C-level operators, we provide interim leadership for strategy, operations, growth, and transformation needs, ensuring business continuity and forward momentum during times of change.
Advisory
Growth – Strategy – Transformation
- Define and execute your strategic vision and roadmaps
- Support M&A transactions, from identification through to integration
- Lead and manage transformation and change programs.
- Sales & Distribution strategies
- Strategic Risk and Sustainability
- Global Operating Models
- Performance and efficiency
- Assessments and Oversight
The pace of change in our world is unprecedented, we need leaders who can adapt, innovate and inspire.