Asset Management
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
Liability Driven Investments, Portfolio Manager, Global provider of asset management, risk management, capital management, and industry research services for insurance companies
Director, Global Accounting Policy and Advisory, Loyalty Accounting, A highly diversified financial services company
Institutional Gold Market Specialist, Investment management division of a large global asset manager
Funds Treasurer, Investment management division of a larges global asset manager
Head of Americas Fund Controllers, Leading global investment banking, securities and investment management firm
Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States
Chief Accounting Officer, American broker offering common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services
Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services
Senior Relationship Manager, Large global macro hedge fund