Goldcrest partners logo

Coaching Investors

Senior investor coaching with a focus on investment skill and resilience.

The individual was an experienced and highly valued individual contributor who was having a negative impact on members of adjacent teams due to their interpersonal style and way of working. The client’s intentions were good and motivated by a desire for the firm to succeed but hindered by a critical attitude and direct interpersonal style.

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, alongside an extensive round of 360 interviews with colleagues to identify ‘real-life’ examples of the consequences of demonstrated behaviours.

Deeper understanding of self, recognition of the power their voice carried, and development of more collaborative techniques to achieve success, brought about a shift in behaviour that enabled continued investment success alongside better internal relationships and reputation.

You might also like

Senior investor coaching to support investment teamwork

The individual was an experienced investor who had been promoted to head of strategy ...

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....

Fill in our briefing form

Discover how our specialist solutions can help you develop your people

SEND US YOUR BRIEF