Whilst we tailor our approach and methodology to the specificities of each client’s situation, our principal offering is along the following services
Consulting and advisory We work with your team and our network of experts to understand your trajectory, contrast it to that of the industry, and assess the possible course of actions for your organisation. This usually spans both the value proposition and operating model dimensions. Examples would include
Fitness audits
The Investment Process and Distribution models of the future will be much more automated, streamlined, and de-biased than those of yesterday. We benchmark your processes against those at best-in-class players which we have observed and analysed over the last many years
Voice of the customer
We are experienced at getting the voice of the customer to feedback in your organisation in an un-biased way This is useful for generic benchmarking purposes as well as to support the product ideation process
Intelligent programme management Most firms spend an extraordinary amount of resources rolling out programme management offices that have ‘no teeth’ and take refuge behind a methodology rather than guiding the progress and making the important design and control decisions that any programme encounters. Often times, whilst middle management should provide the domain intelligence and senior management the direction, there is not enough capacity in the institution for this to happen. We bridge the gap by augmenting process discipline with a deep understanding of your firm’s situation and of the context of the industry. We are decisive in our delivery
Financial acceleration We offer extended corporate development and CFO augmentation services directly and through our sister company Ilum Capital Advisors