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

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

Vice President, Global Accounting Policy and Advisory, Diversified financial services company providing advisory services, asset management services as well as consumer credit cards

Senior Marketer and Director, Hedge Fund Marketing, One of the world’s largest financial markets firms

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

Vice President, Insights & Connections, Family office division of large financial services firm

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

Chief Risk Officer, International multi-line financial services firm

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

Chief Audit Executive, U.S. technology-based brokerage firm