Through our consulting services, we help asset managers who are seeking to enter the institutional investment management landscape. Our services can be broadly grouped into three key areas, which we term Compass, Stepping Stones and Bridge.  


Compass is our advisory service on the institutional landscape, detailing the:

Bringing these elements together with coherent advice and guidance in the first step of devising your strategic direction

Stepping Stones

Customised support in the following areas:

Getting your investment proposition ready for market.


Marketing of investment proposition to the end client and their advisers:

The above services can be applied to both end clients or specifically to investment consultants, depending on client requirement.

At each stage, call reports and follow up actions provided in a monthly report.