What Makes Us Different?
We are focused exclusively on consulting for investment management. All of our people have hands-on experience managing the same challenges and working towards the same goals as our clients. We have expert consultants with specialisations across strategy, operations, technology, data, and governance.
We can be relied on to provide the uncompromising truth in advisory and excellence in delivery. Our structured approach leverages new technologies for execution for reliable engagement-specific workflows, and ensuring that projects are managed with transparency, traceability, and full visibility into progress.
Our team have decades of experience in the investment management industry
CEO and Managing Partner
Gordon has over 25 years of global asset management experience. For most of his career Gordon has worked for investment managers or as a consultant in North America, the UK, and Asia. In his previous role, Gordon was responsible for all business transformation, technology and data operations for a large Asian investment manager.
Head of Business Development and Marketing
Alpha is a business consultant, leading business development at Invartis Consulting. Her experience includes advising on operations, technology, fintech and regulation for the financial services industry, with a specialised focus on the buy-side. in her previous roles, Alpha worked at a large accounting company and a VC fund.
Business Development Director
and Head of Managed Service
Maykala has over 15 years of experience in the asset management industry, acting as a trusted advisor to large institutional clients with total assets in excess of US$15 billion. Previously Maykala held senior roles at consulting firms and investment managers. She specialises in investment strategy, operations due diligence, and performance.
Ramnath N. Iyer
Head of ESG Integration, Asia
Ramnath has been involved in markets for over 25 years on both the buy-side and the sell-side, with roles in global financial firms in Singapore, Hong Kong, London and Mumbai. He has hands on experience managing portfolios, conducting research, and in integrating ESG into the investment process in Asia and Emerging Markets.
Head of North America
Vivek has 15 years experience managing passive equity funds and analysing equities for active funds. He has a deep understanding of asset management operational processes and controls from his experience working across front, middle and back office, in addition to marketing and compliance.
Chief Operating Officer
Catherine is a versatile CPA with over 20 years in the financial services industry leading finance and operations teams. Working from a start-up through to public company, Catherine has broad experience with finance, deposits, lending, regulatory compliance, product development and systems. Catherine’s consulting experience includes advising on the adaptation of new guidelines for credit policy, adjudication and regulation in retail lending for Canadian banks
Head of ESG Integration, North America
Gustavo has 10 years of investment management experience. He has worked as a fixed income portfolio manager for mutual funds and discretionary accounts and also started an impact investment fund in Latam. Gustavo has hands-on experience with product development and implementation of sustainable investment strategies across asset classes in developed and emerging economies. Gustavo has worked with asset owners and asset managers to incorporate ESG factors into investment strategies, policies, and operational processes to clearly identify and manage long-term risks.
What we do
Our business is structured into eight themes: investments, operations, outsourcing, ESG and sustainability, business model transformation, digital & technology, data management, and managed service.
Get in touch...
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