Asset Management

Competition for Institutional and Retail Assets has Never Been Greater

Shifting demographics, globalization, fee compression and the need for investment return, require that today’s leaders in asset management navigate the complexity of global markets with conviction. They must drive a holistic strategy that delivers broad-based products, comprehensive distribution strategies, strong investment performance and a suite of solutions based offerings. In addition, consideration must also be given to increased regulatory and client oversight by developing a robust risk management, compliance, legal and operational infrastructure for their organization.

The Charles Sterling Group has been servicing the needs of traditional and alternative asset managers for many years. We work with the full spectrum of industry competitors who cater to an institutional, private wealth and retail customers; executing assignments across all major asset classes in support of both front and back office functions.

Coverage Areas:

  • Institutional Asset Managers
  • Mutual Fund Companies
  • Endowments and Foundations
  • Pension Funds
  • Hedge Funds
  • Private Equity
  • Insurance
  • Boutique Advisors

 

Successful Engagements

Head of Business Intelligence, Investment management division of large asset manager

Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company

Global Head of Accounting Policy, Worldwide financial services holding company providing investment management, servicing and administration; research and trading; and financial data analytics for institutional investors

Transition Management – Market Mapping, Fortune 100 financial services firm

Director of Investor Relations, Global multi-strategy hedge fund and asset management firm

Market Research – High Yield Muni, One of the largest and most reputable investment management firms in the country

Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services

U.S. Small/Mid Cap Growth Team, U.K.-based equity asset management firm

Chief Compliance Officer, Investment Advisor, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally