Investment Management

Invest fully in your talent to reach their potential—and yours

The landscape of the investment management consulting is changing rapidly. With a dynamic landscape of competitors, technological disruption and a record number of mergers and acquisitions, investment managers need proactive and agile leaders to navigate industry headwinds. Firms lacking holistic executives with strategic, solutions-oriented mindsets will be left behind. In short, ensuring that your firm has the proper talent to execute your overall strategy is critical.

Businesses need to hire and retain leaders—and identify successors—with the expertise and experience to lead them through complex challenges such as globalization and product evolution. We offer investment management consulting services to asset managers, wealth managers, hedge funds and alternative investment firms, helping them recruit, develop and maintain a workforce equipped to thrive in rapidly changing environments.

What we do

Our investment management consultants can help you attract, develop and retain best-in-class executives and professionals for your organization.

Adjusting to constant disruptions in the market requires an agile pipeline of leadership talent prepared to weather the storm. We work with you to assess the full spectrum of your talent-related needs.

Where we can help

Your results are what matters. Human capital is still at the center of the digital transformation sweeping the investment industry. Finding ways to maintain margins, scale, grow revenue and transform has never been more challenging. We offer solutions to help you build the necessary human capital to thrive in this environment though a range of outcome-oriented organizational solutions. Below are key examples of the client challenges that we tackle.

Meeting diverse and visionary leadership talent needs

Investment managers are scaling quickly while rapidly evolving. Finding diverse and transformative leaders to oversee the breadth of changes is a significant challenge. Our investment management consultants can help you find talent in multiple ways, both internally and externally.

Identifying up-and-coming leaders based on their leadership potential rather than their expertise is becoming the norm. We give investment management firms the tools they need to identify tomorrow’s leaders from internal talent. Externally, our investment management consultants help firms source and recruit talent by helping them create new, unique roles and articulating a clear vision for employee development and growth. And, given our global reach, we also identify new sources for talent around the world, particularly given the rise of Asian markets. 

Facilitating digital transformation

The investment management industry has reached maturity; leading firms are leveraging technology and big data to find pockets of growth. Meanwhile, new competitors are emerging from the technology industry and from startups. Many organizations are struggling to keep up with the pace of technological change, and a lack of technology know-how is a key barrier to their strategic growth.

Organizations need talent capable of excelling in the new future of work in the investment management industry. Our consultants help investment firms accelerate their digital transformation in all HR-related processes. For example, we help businesses develop a talent profile that defines the skills and core capabilities essential to excelling through change. 

We also help employers address shifting job requirements. There’s no one-size-fits-all approach to reskilling and upskilling employees, particularly with the varied skills gaps that exist in a multigenerational workforce. We help firms build strategies to close those gaps and strengthen their employees’ skill sets.

Building an engaging employee experience

To compete in the global marketplace, investment managers must not only recruit top talent—they must also retain it. To ensure that their workplace motivates and enables employees to reach their peak levels of performance, investment firms need a clear value proposition. 

Our investment management consultants work with asset management firms and wealth management groups to deliver powerful employee engagement strategies. We enable them to attract talent in tough global markets with competitive compensation and rewards strategies, plus learning and development programs that set them apart from the rest.

Let us be part of your success story. Contact us and see how we can help you build a stronger organization.

Let us be part of your success story

Contact us and see how our industry expertise can help you achieve your business goals.