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

Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States

Investment Director, Leading privately owned investment manager

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

U.S. Small/Mid Cap Growth Team, U.K.-based equity asset management firm

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

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

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

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

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