Strategy, implementation and product services to the investment and asset management industry. Our clients typically come to us for help with product and fund strategy, product development and structuring, significant projects, and resourcing solutions.

Our proposition is based on our unique experience across all facets of the investment industry, and the numerous investor markets that are available. From product concept and marketing strategy, to administration, accounting, taxation, compliance and asset management processes, our depth of knowledge and experience ensures that the most appropriate solutions are scoped out and delivered in a timely and cost-effective manner.

Our value add comes from understanding the interaction between the various facets of developing investment offerings and ultimately being able to satisfy the end investor’s needs, including effectively analysing potential impediments and risks to consider both at an investment level and business level.

Our principles have over 40 years of combined experience with leading global and Australian wealth management firms.

What we offer our consulting clients

Strategy

• Industry and product strategy
• Competitive advantage and value proposition

Implementation and project management
• Product development
• Restructurings and transitions
• Merger and acquisitions related projects

Variable cost resourcing solution
• Switch your product cost base from fixed to variable
• Experienced, high quality implementation
• Scale up or down as needed.