Senior Investor coaching to support investment teamwork

The individual was an experienced investor who had been promoted to head of strategy and was looking for support to manage complex interpersonal relationships amongst team members, in the context of wider organisational change. These challenges, alongside volatile market conditions and demands on personal time and energy had depleted resilience.

A Goldcrest coach with experience working as a portfolio manager engaged with the client for a 12-month term. The assignment began with an alignment meeting with the organisational sponsor to understand the wider context, individual development areas and desired outcomes. A psychometric was used to generate self-awareness, particularly at times of stress, and continued with a focus on recovering and building personal resilience to better cope with the issues at hand. This foundation, combined with a variety of new leadership and teamwork approaches, was applied to investment meetings, the compensation round and a team off-site.

With confidence and well-being restored, the challenges at hand became much more manageable. The newly acquired leadership skills, built from senior investor coaching, enabled improved effectiveness and fostered the environment necessary for a high-performing team.