by Richard Harris | Sep 1, 2015 | Investment Case Studies
Global model portfolios for global people Background: An Investment Manager had a billion dollar book of private clients who were located offshore and administered through the Channel Islands back office. Situation: The clients located all around the world had come to...
by Richard Harris | Sep 1, 2015 | Investment Case Studies
Opening a pan-European broker for a Swedish Bank in Asia Background: A Scandinavian stockbroker had operated a small office in Tokyo for a couple of years in the 1980’s. When the managing director left the company, management decided to make a much bigger investment...
by Richard Harris | Sep 1, 2015 | Investment Case Studies
Feeding an Indian adviser with regulated investment management product. Background: A bank wished to develop its investment advisory business in India (Mumbai, Delhi and Chennai) from scratch using their specialist global brand name. Situation: There were a growing...
by Richard Harris | Sep 1, 2015 | Investment Case Studies
Created, built and sold on – an early stage private equity fund in Europe Background: A market niche was identified whereby many small start-ups in the UK were unable to acquire funding for development capital. Situation: We developed a fund structure that took...
by Richard Harris | Sep 1, 2015 | Investment Case Studies
Establishing a global portfolio business from 800 misunderstood funds Background: A major global private bank had 800 funds on its platform, all approved for sale, that remained unsold because there was nobody who could extract the true worth from such a vast array of...
by Richard Harris | Sep 1, 2015 | Investment Case Studies
An exercise in turn-around management in Hong Kong Background: Largest fund management firm in Hong Kong at the time discovered that the managing director had undertaken certain activities, which had led to heavy losses for clients. Situation: The company took...
