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 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.
Head of Consulting
Maykala has over 15 years of experience in the assest management industry, acting as a trusted advisor to large institutional clients with total assets in excess of US$15 billion. in her previous role, Maykala held senior roles at consulting firms and investment managers. She specialises in investment strategy, operations due diligence, and performance.
Business Development Manager
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 Marketing
Saum has over 10 years of experience in financial services. Before joining Invartis Consulting as Head of Marketing, Saum managed the APAC client relationships and communications strategy for the asset management arm of a UK-based investment bank. Prior to this, he managed marketing and events for financial technology companies.
What we do
Our business is structured into seven themes: investments, operations, business model transformation, outsourcing, data management, digital & technology, and managed service.
Get in touch...
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