Senior investor coaching to support investment teamwork
The individual was an experienced investor who had been promoted to head of strategy ...
Senior investor coaching to help better navigate the organisation
The individual was an experienced and highly valued individual contributor who was having a negative impact on members o...
Career transition for an investor
The client was an experienced investor with a strong career at Europe-based asset managers...
When trust is lost
The client was a longstanding executive committee member at a global asset manager. The client was under pressure at wor...
Leading through adversity
The client was a NASDAQ listed asset manager who were looking to support a high potential leader as they transitioned...
Elevating leadership behaviours in private equity
The client was a senior partner of a US-based private equity firm. The brief was to support...
Adaption to the demands of a scaling business
The client was a dual role COO/CFO at a medium sized private equity house, who had been with the firm since formation....
Develop a more effective executive committee
The client was the CEO of a regional bank. They were looking for independent leadership support and advice....
Navigating complexity
The client was the CEO of a significant global real estate business....
Implementing a new strategy for growth
The client was a diversified publicly listed regional bank and the Group CEO wanted support discussing...
Globalising an asset management business
A UK Asset Management firm with an international presence planned to grow further and, in doing so, wanted...
Profiling for development of high potential talent in investment banking
The client was an S&P 500 bank that was looking to provide a cohort of high potential employees...
Profiling the final candidates for CEO selection
To profile the final 2 candidates in a CEO selection process to reveal more about their motivation...
Profiling the final candidates for selection
To support a high value and important recruitment process by providing a comprehensive personality ...
Profiling to boost investment skill and teamwork
The leader of an investment team at a blue chip, US-based asset manager wanted to develop their investment team...
Profiling a team to improve team effectiveness
The client was a small asset management firm whose executive committee had only recently come together as a team....
Profiling an investment team for acquisition
A mid-sized UK based investment manager was looking to recruit an investment team to complement their range of strategie...
Making sense of an employee engagement survey
The client had just completed its annual engagement survey. The results were largely positive, however...
Shifting the compliance culture to enable the business
The client was a global financial services firm, that recognised that its compliance function needed to elevate performa...
Assessing an organisation to evaluate culture through the lens of values
The client was a UK based wealth manager that had experienced change at the top of house....
Design and facilitation of a global working conference in investment banking
The client wanted to bring together all its managing directors from across Europe for its first in-person gathering in 5...
Connecting siloed teams
The client was a US bank. It had traditionally worked in regional and teams where everyone knew....
Integrating culture post-acquisition
The client was a FTSE 250 asset manager, UK-based but highly acquisitive globally....
Supporting an executive committee go from good to great
The client was a UK-based insurance business. The executive committee were established...
Repairing a broken executive committee
The client was a national bank where relationships on the executive committee had become strained....
Getting the partners on the same page
The client was a boutique regulated entity providing accounting and corporate finance services to public and private...
Reimagining the future of a regional bank
The client was a diversified publicly listed regional bank with retail...
Refreshing strategy and leadership for the next chapter
The client was privately owned asset manager that was looking to build on historic success...
Building bench strength in wealth management
The client was a FTSE AIM 100 investment and wealth management firm with offices across the UK....
Transforming the leadership of an asset manager
The client was a FTSE 250 asset manager with a developing global footprint....
Cultural reset to achieve renewed organisational purpose
The client was a mid-cap Bank. Their executive committee was a blend of long-serving individuals and newer joiners...
Culture change through Trust and Followership.
The client, a global S&P 100 organisation, wanted to increase the pace of delivery and improve operational effective...
Succession coaching to support transition into a divisional COO role
Succession coaching to support transition into a divisional COO role....
Senior executive coaching for a COO with a broadening global remit
COO coaching to inspire global organisational success....
Succession coaching to support the Head of Operations transition into the COO role at an asset management firm
COO coaching to aid role transition and fuel professional growth....
Senior investor coaching with a focus on investment skill and resilience
Senior investor coaching to support investment teamwork....
Succession coaching to support transition into a divisional COO role
The client had received a significant promotion at a large European asset manager and sought support to help them succee...
Reconnecting a senior leadership team of an asset manager
The client was the senior leadership team of an asset management business....
Engaging senior managers through empowerment and autonomy
Our client’s executive committee recognised the way to harness the power of the organisation was by engaging more effe...
Performance Coaching for an Investor
Our client was a portfolio manager at a US-based firm looking to improve fund performance after analysis of trading patt...
Effective hybrid working for a digital bank
The client was a US-based digital bank and card service provider that was improving its hybrid working model....
Supporting a change in Strategy and Culture
Our client was an executive committee member at a high-growth asset manager who was responsible for an expanded remit at...
Enabling an asset manager’s ExCo to implement strategy
Our client was an asset manager which had not taken the executive team offsite or spent any time together beyond the boa...
Building a global team in private equity
Our client was a fast-growing mid cap private equity house with global offices. They had grown significantly during the ...
Creating a culture for the next chapter of growth
Our client was a leading UK wealth management firm. The new CEO engaged us early in their tenure to help them define the...
