Case Studies
GPs / Asset Managers
Building an Emerging Markets Asset Manager Platform
Context
Advising the CEO and Investment Committee of a newly formed asset manager, seeded by a leading regional family office.
Role
Advising on organisational design, investment-vehicle architecture, governance frameworks, and capital-deployment strategy.
Progress
Supporting the launch of Special Situations and Growth strategies, alongside ongoing executive mentoring.
Asset Manager Market Entry and Investor Engagement
Context
Advising a global asset manager entering a new region.
Role
Advising on market-entry strategy, investor positioning, and engagement with sovereign, pension, family-office, and private-bank capital.
Progress
Establishing initial institutional partnerships and regional credibility.
Investors / Asset Owners
Pension Reform and Capital-Market Development
Context
Advising public-sector stakeholders where public assets are centralised and domestic market liquidity is constrained.
Role
Advising on pension reform, governance modernisation, and incentives to develop a domestic asset-management industry.
Progress
Development of a policy and governance roadmap linking pension reform to capital-market growth.
Sovereign Portfolio Diversification Strategy
Context
Advising a mid-sized sovereign investor seeking diversification and income resilience.
Role
Advising on portfolio construction, governance frameworks, and engagement with global managers.
Progress
Design of a phased diversification and implementation framework.