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

Vice President, Marketing Manager, UK-based asset management firm

Transition Management – Market Mapping, Fortune 100 financial services firm

Chief Risk Officer, International multi-line financial services firm

Senior Health Care Analyst, Privately held investment manager serving institutional clients

Portfolio Manager – Large Cap Value, Distinguished global investment firm

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

Liability Driven Investments, Portfolio Manager, Global provider of asset management, risk management, capital management, and industry research services for insurance companies

Funds Treasurer, Investment management division of a larges global asset manager

Director, Global Accounting Policy and Advisory, Loyalty Accounting, A highly diversified financial services company