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

Client Advisor, American investment management firm serving institutional clients including pension funds, endowments, foundations, foreign governments and central banks

Insurance Asset Management Market Research Project, Leading global investment management firm

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

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

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

Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector

Senior Vice President, Global Treasury, Head of Capital Planning, Global financial services organization providing investment servicing, asset management, trading and securities lending services

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

Head of Market Risk Management, Global financial services organization providing investment servicing, asset management, trading and securities lending services