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Penetrating the London Fog
Global model portfolios for global people Background: An Investment Manager had a billion dollar book of private clients who were … more
An Indian Korma
Feeding an Indian adviser with regulated investment management product. Background: A bank wished to develop its investment advisory business in … more
Managing the Managers
Establishing a global portfolio business from 800 misunderstood funds Background: A major global private bank had 800 funds on its … more
Lost in Korea
Constructing a complete investment management advisor from a ‘lost’ sales team Background: Major global private bank wanted to establish a … more
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Swedish Stockbroker Selling Scandinavian Shares
Opening a pan-European broker for a Swedish Bank in Asia Background: A Scandinavian stockbroker had operated a small office in … more
The Jersey Boys
Created, built and sold on – an early stage private equity fund in Europe Background: A market niche was identified … more
Road to Recovery
An exercise in turn-around management in Hong Kong Background: Largest fund management firm in Hong Kong at the time discovered … more
The Complete Package
Establishing an independent multi-asset fund manager Background: Family Office in Hong Kong wanted to establish their investment operations independently to… more
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