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

Vice President, Treasury and Interest Rate Risk, U.S.-based international financial services holding company

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

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

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

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 Investment Strategy, Investment management division of large asset manager

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

Head of Americas Fund Controllers, Leading global investment banking, securities and investment management firm