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.
Invartis is the Home of Investment Management Specialists
Invartis combines the best in investment management people and an industry-specific, structured approach to deliver solutions
Industry-specific approach built on years of domain experience
Standard frameworks guaranteeing consistency and quality of delivery
Unrivalled knowledge of the industry and vendor landscape
A diverse and collaborative team of investment management experts
Tools, processes, and culture to capture and share specialised knowledge assets
Project management technologies for transparency, traceability, and shared visibility into progress
Our team have decades of experience in the investment management industry
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.
Head of Business Consulting
Kshitij has over 15 years of experience in the asset management industry. Kshitij has a proven record in successfully leading enterprise level consulting engagements for leading asset managers, asset owners and securities service providers across the front, middle, and back office. Kshitij’s areas of expertise include – system/project implementation for front and middle office, creating implementation frameworks and strategies, risk management, and senior stakeholder management.
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.
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