Wealth & Asset Management Experience
Strategy
- Conducted an investment strategy evaluation for one of the world’s largest pension funds, identifying innovative investment strategies and examining their practical implications
- Supported the global expansion of a new line of business for a top global asset manager
Processes and Operations
- Conducted diagnostic of a specialized asset manager in China, across investment process, operations and risk management and provided operational blueprint to attract target investors
- Conducted a full review of a UK asset manager’s operational risk measurement framework, developed a sophisticated capital calculation engine and increased risk awareness among business stakeholders
Clients and Front Office
- Conducted in-depth analysis of global best practices across recruitment, training, development, activity and performance management for a global private bank. Prioritization of short- and mid-term priorities and implementation actions across EMEA and APAC
- Reviewed and redesigned investment manufacturing, org structure, interaction with insurance business and front, middle, and back office processes for various wealth and asset managers
Profitability, Value and Efficiency
- Created a new business model for a major player in the DB pension space to reverse the recent erosion of profits, including creation of sales materials, development of appropriate infrastructure and business launch
- Conducted a business plan review for the investment office of a major UAE financial group, launching a distribution platform for Middle East-based asset managers