FOR FIRMS
Build a lasting advantage.
Investment firms are being asked to demonstrate their edge as commercial pressure intensifies and AI changes how work gets done.
I help leadership teams connect strategy, investment judgement and the people who turn decisions into results.
Perspective that connects the whole firm.
Lasting advantage depends on how a firm brings its investment expertise, client understanding and culture together. I help leaders think through the choices that shape that advantage.
AI and strategic change
Build AI into your strategy, with your people at the centre. I work alongside leadership and technology teams to identify where it adds value, choose the workflows that matter and turn ambition into practical change.
Market assessment
Assess opportunities, positioning and the questions worth answering before committing resources.
Product launch and integration
Connect the investment proposition to the people, processes and client conversations that will carry it into practice.
People, judgement and change
Bring an independent perspective to leadership, succession and the integration of new tools, including AI, into fundamental research and decision-making.
Experience inside the firm
My perspective draws on sixteen years in investment management, including leading an emerging markets boutique as Partner and Co-CEO, managing founder succession and introducing AI into fundamental research.
WHERE WE START
The Sprint
2–3 weeks · Fixed scope, fixed fee
A scoped diagnostic of where you stand, how you compare with your peers, and what to do first. You leave with a short, prioritised plan your leadership team owns.
After the sprint, we can scope the next stage together, from proving one workflow to working alongside your leadership team as change happens.