Investment Management Case Studies

Penetrating the London FogBig Ben

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

Swedish Stockbroker Selling Scandinavian SharesSEB logo

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