Haven Green Consulting
Haven Green Consulting can take advantage of increasing headwinds for investment managers to establish a successful long-term business
How are we different?
Haven Green is different through its specialist focus on investment management, with all team members having worked in the industry for decades.
We are focused on strategic engagements, particularly in proposition and product development.
This means our targeted engagements are as much our strength as partnering with others to deliver large scale implementations.
Why build a specialist investment management consulting business?
With changing market dynamics and new developments such as AI, investment managers need support to ensure they can stay competitive and deliver new areas of growth
With an increasingly complex market, firms with limited internal resources need support to develop and implement new growth strategies.
On the other side, emerging FinTech firms are capitalizing on AI and new asset classes and need support to navigate the challenging financial industry landscape.
Using larger consulting firms often leads to:
1. Project teams with limited knowledge of investment management.
2. Support for larger initiatives that are only financially viable for the consulting firm.
Key Advantages
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Specialist Expertise
The team possesses complementary skills essential for sustaining and building a competitive advantage in investment management.
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Experience
The team has decades of experience building, running, and advising investment managers across the value chain, from market-leading distribution to FinTech.
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Engagement
Senior team members remain involved in not just advising but also supporting execution and ongoing delivery
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Network
Our team's experience provides access to a global network of capabilities including top-tier designers and regional advisors who can facilitate introductions to new markets.
We support initiatives from developing new strategies to executing crucial tasks effectively.
Strategic Advisory
Strategic performance improvement
Strategic M&A
New market entry
Digital and innovation strategy
Operating model / unit review
Product and Proposition
New product structuring
Product review and definition
Digital product development
Proposition analysis and enhancement
Project / Product Execution
Interim product management
Programme oversight and delivery
Product build (in partnership)
Established Investment Management Businesses
Strategic Advisory
Business expansion
M&A advisory
New market entry
Capital structuring and raising
Strategic partnership advisory
Product and Proposition
Product analysis and enhancement
New product development
Proposition validation and development
Project / Product Execution
Interim product management
Programme oversight and delivery
Product build (in partnership)
Ongoing senior advisory roles