Consulting & Project Management

– Across the Entire Fund Business Value Chain –

Consulting & Project Management

Across the Entire Fund Business Value Chain

The performance of an investment fund is only one part of the success equation – just as crucial are product strategy, market access, and a well-designed distribution architecture.

Many asset managers excel in portfolio management and build a strong track record over the years.

However, when it comes to the strategic development of products, distribution models, and new markets, time, resources, or internal know-how are often lacking.

This Is Where We Come In:

As consultants and project managers specialized in the fund business, we close this gap – efficiently, pragmatically, and with a clear focus on your long-term market success.

Consulting

Our core competencies in strategic consulting lie in product and distribution advisory – with a clear focus on the needs of asset managers and distribution organizations
In distribution consulting, you benefit from our many years of hands-on operational experience, combined with the analytical depth of our systematic, theory-based consulting approach
Our analyses are grounded in empirical data, and our recommendations are practical, actionable, and tailored to your business model