Adding value

Investment messaging, client communication, investor relations

Whatever the target audience, whether institutional or retail, shareholder or customer, how you communicate with them will determine your success or failure. My experience covers all levels, from Board to manager to shareholder, and spans the various distribution channels. So no matter if you are starting afresh, or you just need a review of all that you already have, I can help.

Business development and capital introduction

During my career in the City, spanning more than three decades now, I have worked extensively with the best sales and marketing teams across all distribution channels. If you are seeking to launch a new fund or need help scaling the business you currently have, we can discuss how my network of contacts may be able to bring value to your business.

Product and commercial strategy

Whether a single fund, a franchise or an entire range of funds, you need a coherent strategy to effectively commercialise your product. All the key stakeholders in the business need to know it, understand it and buy into it. Having worked on this at a senior level in leading fund management houses in Europe, I learned many interesting and valuable lessons. Let me share these and help you build and/or optimise a winning strategy.