Your operating model is the engine that drives your strategy. As our client’s strategy and investment process evolves, we help build a strong and suitable operational foundation that is fully aligned. Investment managers need the right people skillsets, the right processes and procedures, and a robust and scalable technical architecture to support. Driving continuous operational improvement can ease margin pressure and navigate challenges around diseconomies of scale and fragmented regional regulatory requirements due to expansion and consolidation.

What we do

We work with our clients to review their operating model against strategic objectives and industry best practice to gain a better understanding of its strengths and limitations. We help strategically align people, processes, data, and technology so that business activities seamlessly flow down your value chain – ensuring value is optimally delivered to all stakeholders. Through roadmaps of prioritised initiatives, we work to bridge gaps and in terms of technology enablers, we help you select and implement the right solutions (whether it’s build or buy), and establish governance frameworks for management oversight.

Why work with us?

We take pride in what we do – it’s our craft. Our approach is centred on years of experience helping large investment managers with a broad spectrum of strategic, operational, technical, and data-related challenges. We’ve partnered with over 30 large investment managers, and our work spans APAC, North America, Europe, and the Middle East.

Consistency is critical. Our structured approach leverages new technologies for execution – ensuring reliable engagement-specific workflows, and making certain that projects are managed with transparency, traceability, and full visibility into progress. We can be relied on to provide the uncompromising truth in advisory and excellence in delivery.

Get in touch...

Your questions and comments are important to us. Reach out to start a conversation about your business, its future, and how we might be able to help.