We work in the financial services sector on single projects and in a retained advisory role, supporting:

Asset Managers

Analysing distribution effectiveness and go to market product strategies. Risk, governance and ACD support.

Wealth Managers

Distribution and go to market strategies into non-proprietary channels. Governance and proposition development.

Financial Advisers

Developing proprietary product solutions and forming the required regulatory and governance framework.

Investment Trust Boards

Providing greater insight into the distribution effectiveness provided by fund managers, be it for incumbents or during tender process.

Platforms, FinTechs and Life Companies

Life companies, platforms, fintechs, data vendors, marketing consultants and recruitment firms. Institutions seeking to access the wholesale channel.


Targeted resourcing projects for specific requirements, such as fund management capabilities, sales and distribution, marketing, product development, brokerage or technology.