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 deep sector knowledge and hands-on execution to deliver tailored solutions for our clients
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. Gordon has worked with investment managers in North America, the UK, and Asia. Prior to founding Invartis Gordon was responsible for all business transformation, technology and data operations for a large Asian investment manager. Gordon founded Invartis because he saw a clear need for a consulting and managed services firm that really understood the investment management industry.
Head of Business Development and Marketing
Alpha leads business development at Invartis. She has over a decade of consulting experience advising financial services clients on operations, technology, fintech and regulation, 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.
Head of Client Delivery
Sumedha brings over 18 years of asset management industry experience. She has deep knowledge of developing investment target operating models, platforms and process improvement and execution strategies from working with large, global asset managers and asset owners. Sumedha is passionate about implementing projects, through building genuine relationships with our clients to deliver successful commercial outcomes in challenging environments.
Head of Implementations
Shubham has over a decade of experience in the asset management industry. Shubham has extensive experience with various asset management platforms, such as Aladdin, and has worked with global asset managers and asset owners, leading enterprise level implementation and consulting engagements across the front, middle, and back office. Shubham’s area of expertise include – system and project implementation for front and middle office, business analysis, current state analysis, gap analysis, implementation frameworks and strategies, risk management, product 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 North America
Kapil has over 20 years of experience in the asset management industry. He has a proven track record in designing target operating models, building/redesigning business processes, architecting and implementing solutions to streamline investment management, data management, client reporting, and middle and back-office functions. In his previous role, Kapil managed and delivered complex engagements in a matrix organization with cross functional, multi-cultural teams across multiple location.
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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