Goldcrest partners logo

Professional Coaching

Discover how Goldcrest Partners is helping global financial services clients to reach their full potential, future-proof their businesses and allow their people to thrive.

The client was a senior partner of a US-based private equity firm. The brief was to support their transition from co-lead to sole lead of a significant investment strategy. The areas of focus included handing over deals to the others in the team, challenges with the team structure, and how to empower and engage their own direct reports.

The engagement was a 9-month executive coaching relationship with a focus on developing the next level of leadership skills to succeed in the new role. It included a detailed 360-degree process of interviews with critical stakeholders (both internal and external) followed by one-to-one coaching sessions.  Given the geography, these were all held virtually, and when the coach and the client occasionally were in the same country, they made the most of the face-to-face opportunity.

The client found the engagement to be valuable when it came to elevating leadership. Providing support at a time of change, insight about areas of strength and development, and the tools to take their leadership to the next level.

You might also like

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...

Fill in our briefing form

Discover how our specialist solutions can help you develop your people

SEND US YOUR BRIEF